Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio adviser make the asset mix decisions
  • are investing for the medium and/or long term
  • can tolerate medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests primarily in equity and equity-related securities and fixed income securities of issuers located throughout the world.


Fund facts (2019-06-28)

Inception date

2017-05-01

Asset class

Global Balanced

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$100,000 initial / $25 additional

Growth of $10,000