Investor suitability

For those who:

  • want to invest in North American equity securities with high growth potential
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities of companies which are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor).


Fund facts (2020-10-30)

Inception date

2014-05-07

Asset class

U.S. Equity

Total # holdings

81

Number of issuers (equities)

81

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000