Investor suitability

For those who:

  • want both 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 primarily in a mix of Canadian equity and equity-related securities and fixed income securities. 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

1997-06-25

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial / $25 additional

Growth of $10,000