Investor suitability

For those who:

  • are seeking growth and income
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a balanced portfolio of equities, convertible and fixed income securities issued by governments, supra-national agencies or corporations anywhere in the world.


Fund facts (2020-06-30)

Inception date

2013-07-30

Asset class

Global Balanced

Total # holdings

62

Number of issuers (equities)

62

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000