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 (2020-08-31)

Inception date

2011-07-27

Asset class

Asset Allocation

Total # holdings

2,066

Number of issuers (equities)

11

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000