Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a combination of primarily Canadian equity and fixed income securities. Up to 49% of the fund's assets may be invested in other types of securities and foreign securities.


Fund facts (2019-10-31)

Inception date

2017-05-01

Asset class

Asset Allocation

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000