Investor suitability

For those who:

  • want a 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 a portfolio of equity and equity-related securities of US companies.

Fund facts (2021-01-29)

Inception date


Asset class

U.S. Equity

Total # holdings


Number of issuers (equities)


Minimum investment

$100,000 initial / $25 additional

Growth of $10,000