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
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests in income and equity mutual funds.


Fund facts (2019-06-28)

Inception date

2013-07-30

Asset class

Asset Allocation

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000