Investor suitability

For those who:

  • want income and growth with lower than average volatility
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low risk

Fund overview

This fund invests in income and equity mutual funds.


Fund facts (2020-12-31)

Inception date

2000-11-17

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $25 additional

Growth of $10,000