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 (2019-09-30)

Inception date


Asset class

Global Balanced

RRSP eligible

Eligible (other than T-Class securities)

Income distribution


Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000