Investor suitability

For those who:

  • hold your investment in an Eligible Account
  • are seeking a core U.S. equity fund with the potential for long term growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in equity securities of U.S. companies that pay, or may be expected to pay, dividends.


Fund facts (2020-09-30)

Inception date

2014-12-24

Asset class

U.S. Dividend

Total # holdings

29

Number of issuers (equities)

29

Income distribution

Annually

Minimum investment

Negotiable

Growth of $10,000