Investor suitability

For those who:

  • want a medium risk investment that is focused on generating capital growth with minimal exposure to changes to the exchange rates between the Canadian dollar and major foreign currencies
  • are planning to hold your investment for the medium and/or long term.

Fund overview

This fund invests primarily in a diversified portfolio of equity and equity-related securities of international issuers, while hedging against changes to the exchange rates between the Canadian and major foreign currencies. This fund will not invest in Canadian or US issuers.


Fund facts (2021-01-29)

Inception date

2019-01-31

Asset class

International Equity

Total # holdings

2

Number of issuers (equities)

2

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000