Investor suitability

For those who:

  • want a mutual fund that makes regular tax efficient distributions for your portfolio
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in dividend-paying common and preferred shares, debentures, income trusts, equity-related securities and convertible securities of issuers anywhere in the world.


Fund facts (2020-09-30)

Inception date

2011-07-27

Asset class

Global Dividend

Total # holdings

111

Number of issuers (equities)

111

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000