Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities, designed for steady, long-term growth
  • are investing for the medium term
  • can tolerate low to medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests 60% of its assets in mutual funds that invest primarily in income securities and 40% of its assets in mutual funds that invest primarily in equity securities.


Fund facts (2019-06-28)

Inception date

2017-05-01

Asset class

Asset Allocation

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$100,000 initial / $25 additional

Growth of $10,000