Investor suitability

For those who:

  • want to invest in North American companies with growth potential
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities of companies that are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor).


Fund facts (2020-06-30)

Inception date

2015-08-04

Asset class

U.S. Equity

Total # holdings

188

Number of issuers (equities)

188

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000