Investor suitability

For those who:

  • want a low to medium risk investment focused on generating capital growth in a manner which may not track the performance of a comparable benchmark index
  • are planning to hold your investment for the medium and/or long term

Fund overview

This fund invests primarily in equity and equity-related securities of Canadian companies. The fund may invest up to 30% of its assets in foreign market investments.


Fund facts (2020-09-30)

Inception date

2019-01-31

Asset class

Canadian Equity

Total # holdings

31

Number of issuers (equities)

2

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000