Investor suitability

For those who:

  • are seeking capital preservation and modest capital appreciation through investments in high quality U.S. equities
  • 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 U.S. equities.


Fund facts (2020-09-30)

Inception date

2014-01-07

Asset class

U.S. Dividend

Total # holdings

29

Number of issuers (equities)

29

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000