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 facts (2020-10-30)

Inception date

2015-08-04

Asset class

Asset Allocation

Total # holdings

2,013

Number of issuers (equities)

11

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000