Investor suitability

For those who:

  • are seeking growth of capital associated with Canadian equity securities
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests a substantial portion of its assets in equity securities of Canadian companies. The fund may invest up to 10% of its assets in foreign market investments.


Fund facts (2020-09-30)

Inception date

2017-05-01

Asset class

Canadian Equity

Total # holdings

39

Number of issuers (equities)

2

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000