Investor suitability

For those who:

  • are looking to add global momentum to a diversified portfolio
  • are comfortable investing outside Canada
  • 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 global momentum companies situated in the developed markets represented in the MSCI World Index - C$.


Fund facts (2020-10-30)

Inception date

2009-08-14

Asset class

Global Equity

Total # holdings

169

Number of issuers (equities)

169

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000