Investor suitability

For those who:

  • want to invest in a diversified portfolio of global income and equity securities designed for conservative 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 Canadian and global fixed income securities,through various investment instruments, including mutual funds and exchange traded funds (ETFs).


Fund facts (2026-03-31)

Inception date

2023-10-06

Asset class

Global Balanced

RRSP eligible

Eligible

Income distribution

Quarterly

Minimum investment

Negotiable

Growth of $10,000