Investor suitability

For those who:

  • want income with some potential for capital growth
  • 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 primarily in income-oriented mutual funds. The fund may also invest in equity mutual funds to achieve modest capital appreciation.

Fund facts (2020-06-30)

Inception date


Asset class

Asset Allocation

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000