Investor suitability

For those who:

  • want a fund with diversified investments in U S fixed-income and income-generating equity markets with potential for modest capital growth
  • prefer to maintain a portion of your assets denominated and invested in U S dollars to avoid converting U S dollars to Canadian dollars and back again
  • want an ongoing source of monthly U S dollar income
  • are planning to hold your investment for the short and/or medium term and can tolerate low investment risk

Fund overview

This fund invests primarily in a diversified portfolio of income-generating, U.S. dollar-denominated assets domiciled in the Unites States.


Fund facts (2019-06-28)

Inception date

2015-08-04

Asset class

Diversified Income

RRSP eligible

Eligible

Income distribution

Monthly

Minimum investment

Negotiable

Growth of $10,000