Investor suitability

For those who:

  • want a core foreign 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 equity and equity-related securities of companies around the world.


Fund facts (2020-06-30)

Inception date

2015-08-04

Asset class

Global Equity

Total # holdings

80

Number of issuers (equities)

80

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000