Investor suitability

For those who:

  • are seeking a regular income
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests mainly in equity, equity-related and fixed income securities of Canadian issuers. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2019-10-31)

Inception date

2007-09-28

Asset class

Canadian Balanced

RRSP eligible

Not Eligible

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000