Investor suitability

For those who:

  • are looking to diversify your portfolio with small cap stocks
  • are investing for medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in equity and equity-related securities of Canadian small capitalization companies. The fund may also invest in foreign securities.

Fund facts (2020-02-28)

Inception date


Termination date


Asset class

Canadian Small/Mid Cap Equity

Income distribution


Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000