Investor suitability

For those who:

• want to invest in a diversified portfolio of income and equity securities designed for modest capital growth
• are investing for the medium term
• can tolerate low risk

Fund overview

This fund’s objective is to provide a combination of income with moderate long-term capital growth by investing in primarily global fixed income securities, as well as globalequity securities, through various investment instruments, including mutual funds and exchange traded funds (ETFs).

Fund facts (2026-09-30)

Minimum investment

Negotiable