Investor suitability

For those who:

  • want exposure to a portfolio of global fixed income securities
  • want to receive income
  • are investing for the short to medium term
  • can tolerate low risk

Fund overview

This fund's objective is to provide income with a potential for modest capital appreciation by investing in primarily global fixed income securities, through various investmentinstruments, 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

$250,000 initial / $25 additional

Growth of $10,000