Investor suitability

For those who:

• want to invest in a diversified portfolio of equity securities, with a small amount of exposure to income securities to reduce short-term volatility
• are investing for the medium and/or long term
• can tolerate low to medium risk

Fund overview

This fund invests 20% of its assets in mutual funds that invest primarily in income securities and 80% of its assets in mutual funds that invest primarily in equity securities.

Fund/ETF Facts (2024-03-28)

Minimum investment

$100,000 initial/$5,000 additional