Investor suitability

For those who:

  • are seeking growth and income
  • are investing for the medium term
  • can tolerate a low to medium risk

Fund overview

This fund invests primarily in a balanced portfolio of equities, convertible and fixed income securities issued by governments, supra-national agencies or corporations anywhere in the world.


Fund facts (2019-06-28)

Inception date

2017-05-01

Asset class

Global Balanced

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Annually

Minimum investment

$100,000 initial / $25 additional

Growth of $10,000