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 (2019-10-31)

Inception date


Asset class

Global Balanced

RRSP eligible


Income distribution


Minimum investment


Growth of $10,000