Investor suitability

For those who:

  • want a core Canadian equity fund for your portfolio
  • 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 shares of major Canadian corporations. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2019-06-28)

Inception date

2003-07-15

Asset class

Canadian Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000