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 (2019-10-31)

Inception date

2013-07-30

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000