Investor suitability

For those who:

  • are looking to invest in a core preferred equity portfolio with the potential for dividend income and long term capital growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a diversified portfolio of preferred shares, from both Canadian and foreign issuers.

Fund facts (2020-06-30)

Inception date


Asset class

Preferred Share

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000