Investor suitability

For those who:

• want to invest in a diversified portfolio split approximately equally between income and equity securities, designed for steady, long-term growth
• are investing for the medium term
• can tolerate low to medium risk

Fund overview

This fund invests 50% of its assets in mutual funds that invest primarily in income securities and 50% 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