Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity securities and, to a lesser extent, income securities
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests 40% of its assets in mutual funds that invest primarily in income securities and 60% of its assets in mutual funds that invest primarily in equity securities.


Fund facts (2019-07-31)

Inception date

2015-08-04

Asset class

Asset Allocation

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000