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 (2019-11-29)

Inception date

2011-07-27

Asset class

Canadian Balanced

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000