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. The fund may invest up to 49% of the fund's assets in foreign securities.


Fund facts (2020-06-30)

Inception date

2003-08-29

Asset class

Canadian Equity

Total # holdings

35

Number of issuers (equities)

35

Income distribution

Annually

Minimum investment

$1,000 initial / $25 additional

Growth of $10,000