Investor suitability

For those who:

  • want exposure to a portfolio of diversified US equity securities
  • want the potential for capital appreciation of the long term
  • are investing for the medium to long term
  • can tolerate medium risk

Fund overview

The fund seeks to provide long-term capital appreciation primarily through exposure to a portfolio of U.S. equity 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

U.S. Equity

RRSP eligible

Eligible

Income distribution

Quarterly

Minimum investment

Negotiable

Growth of $10,000