Investor suitability

For those who:

  • are seeking income and the potential for modest capital appreciation
  • are investing for the medium and/or long term
  • can tolerate medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests in an actively managed portfolio of primarily Canadian stocks. The fund may invest a maximum of 30% of its assets (book value) in foreign securities.


Fund facts (2019-04-30)

Inception date

2015-12-21

Asset class

Canadian Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000