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 securities of Canadian companies. 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

2011-07-27

Asset class

Canadian Equity

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000