Investor suitability

For those who:

• want to invest in a diversified portfolio of equity securities, with a small amount of exposure to income securities to reduce short-term volatility
• are investing for the medium and/or long term
• can tolerate low to medium risk

Fund overview

This fund’s objective is to provide long-term capital growth, primarily by investing in mutual funds and exchange traded funds (ETFs) that provide exposure to a portfolio of global equity and fixed income securities.

Fund facts (2026-03-31)

Minimum investment

Negotiable