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 (2020-06-30)

Inception date

2018-10-31

Asset class

U.S. Equity

Total # holdings

39

RRSP eligible

Eligible

Number of issuers (equities)

39

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000