Investor suitability

For those who:

  • are seeking growth of capital associated with equity securities located anywhere in the world
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in common shares of companies located anywhere in the world.


Fund facts (2020-10-30)

Inception date

2014-07-31

Asset class

Global Small/Mid Cap Equity

Total # holdings

45

Number of issuers (equities)

45

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000