Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests in a combination of primarily Canadian equity and fixed income securities. Up to 49% of the fund's assets may be invested in other types of securities and foreign securities.


Fund facts (2019-06-28)

Inception date

2017-05-01

Asset class

Asset Allocation

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$100,000 initial / $25 additional

Growth of $10,000