Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity securities
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests its assets in mutual funds that invest primarily in equity securities.


Fund facts (2020-07-31)

Inception date

2011-07-27

Asset class

Asset Allocation

Total # holdings

700

Number of issuers (equities)

8

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000