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 (2020-09-30)

Inception date

2017-05-01

Asset class

Global Balanced

Total # holdings

601

Number of issuers (equities)

2

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000