Investor suitability

For those who:

  • want reduced volatility through diversified exposure to both global equity and fixed income securities
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a balanced portfolio of equities and fixed income securities issued by governments, supra-national agencies or corporations anywhere in the world.


Fund facts (2019-08-30)

Inception date

2011-07-27

Asset class

Global Balanced

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000