Investor suitability

For those who:

  • are seeking current income balanced by the prospect of capital growth
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests mainly in a diversified portfolio of Canadian common stocks that are paying a dividend or are expected to pay a dividend and, to a lesser extent, in high-yield preferred shares and interest bearing securities. The fund may only invest a maximum of 30% of its assets (book value) in foreign securities.


Fund facts (2019-06-28)

Inception date

2008-07-07

Asset class

Canadian Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000