Investor suitability

For those who:

  • want a core Canadian equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities of primarily Canadian companies. It is expected that investments in foreign securities will generally be less than 10% of the funds assets.


Fund facts (2019-08-30)

Inception date

2011-07-27

Asset class

Canadian Equity

RRSP eligible

Eligible

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000