Investor suitability

For those who:

  • want a core 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 equity and equity-related securities of Canadian companies. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2020-10-30)

Inception date

2015-08-04

Asset class

Canadian Equity

Total # holdings

224

Number of issuers (equities)

224

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000