Investor suitability

For those who:

  • are seeking growth and income
  • are investing for the medium term
  • can tolerate a 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 (2019-11-29)

Inception date

2013-07-30

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000