Investor suitability

For those who:

  • want a medium risk investment that is focused on generating capital appreciation 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 a combination of exchange-traded funds to gain exposure to equity markets anywhere in the developed or developing world.

Fund facts (2021-01-29)

Inception date


Asset class

Global Equity

Total # holdings


Number of issuers (equities)


Minimum investment

$250,000 initial / $25 additional

Growth of $10,000