Investor suitability

For those who:

  • want a core global equity fund for your portfolio with the potential for long term growth
  • are investing for the medium and/or long term
  • can tolerate medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests primarily in equity securities of companies anywhere in the world that pay, or may be expected to pay, dividends.


Fund facts (2019-06-28)

Inception date

2017-05-01

Asset class

Global Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Quarterly

Minimum investment

$5,000,000 initial / $25 additional

Growth of $10,000