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 facts (2019-10-31)

Inception date

2015-08-04

Asset class

Asset Allocation

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000