Investor suitability

For those who:

  • want both foreign equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a combination of equity and fixed income securities of companies located anywhere in the world.


Fund facts (2020-05-29)

Inception date

2011-07-27

Asset class

Global Balanced

Total # holdings

553

Number of issuers (equities)

2

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000