Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities designed for modest capital growth
  • are investing for the medium term
  • can tolerate low risk

Fund overview

This fund invests 70% of its assets in mutual funds that invest primarily in income securities and 30% of its assets in mutual funds that invest primarily in equity securities.


Fund facts (2019-11-29)

Inception date

2014-11-27

Asset class

Asset Allocation

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000