Investor suitability

For those who:

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

Fund overview

This fund invests 80% of its assets in mutual funds that invest primarily in income securities and 20% of its assets in mutual funds that invest primarily in equity securities.


Fund facts (2019-08-30)

Inception date

2006-11-22

Asset class

Asset Allocation

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000