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 low to 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 (2019-10-31)

Inception date


Asset class

Canadian Equity

Income distribution


Minimum investment

$5,000 initial / $25 additional

Growth of $10,000