Investor suitability

For those who:

  • want to receive income
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a portfolio of fixed income and high-yielding equity securities throughout the world.


Fund facts (2020-10-30)

Inception date

2012-01-09

Asset class

Diversified Income

Total # holdings

168

Number of issuers (equities)

6

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000