Investor suitability

For those who:

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

Fund overview

This fund invests primarily in fixed income and high-yielding equity securities and other income-producing securities throughout the world.


Fund facts (2020-06-30)

Inception date

2013-07-30

Asset class

Diversified Income

Total # holdings

168

Number of issuers (equities)

6

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000