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

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 (2019-10-31)

Inception date

2015-08-04

Asset class

Canadian Equity

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000