Investor suitability

For those who:

  • are seeking to diversify your fixed income holdings
  • are seeking a combination of income and growth
  • are investing for the medium and/or long term
  • can tolerate low-to-medium risk

Fund overview

The fund’s investment objective is to maximize total return by primarily investing in a combination of securitized assets and other income-producing securities of varying characteristics, selected for their potential to provide a high level of current income, capital appreciation or both.


Fund facts (2021-08-31)

Inception date

2020-05-08

Asset class

High Yield Bond

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000