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 (2020-05-29)

Inception date

2017-11-03

Asset class

Canadian Balanced

Total # holdings

2,563

Number of issuers (equities)

724

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000