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 low to medium risk

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 (2019-11-29)

Inception date

2015-12-21

Asset class

Canadian Equity

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000