Investor suitability

For those who:

  • want a Canadian equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in common shares and convertible securities of Canadian companies and preferred shares that pay regular income. 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

2011-07-27

Asset class

Canadian Equity

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000