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 (2019-09-30)

Inception date

2011-07-27

Asset class

Canadian Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000