Investor suitability

For those who:

  • want to seek growth of capital associated with quality growth companies worldwide
  • are investing for the medium term and/or long term
  • can tolerate medium risk

Fund overview

This fund invests in equity or equity-related securities of companies located anywhere in the world.


Fund facts (2020-06-30)

Inception date

2011-07-27

Asset class

Global Equity

Total # holdings

32

Number of issuers (equities)

2

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000