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 U.S. companies.


Fund facts (2026-03-31)

Inception date

2018-10-31

Asset class

U.S. Equity

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000