Investor suitability

For those who:

  • want capital growth and income while diversifying risk
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to medium risk

Fund overview

This fund invests in income and equity mutual funds.


Fund facts (2020-06-30)

Inception date

1996-10-31

Asset class

Asset Allocation

Total # holdings

2,975

Number of issuers (equities)

29

Income distribution

Annually

Minimum investment

Negotiable

Growth of $10,000