Investor suitability

For those who:

• want to invest in a diversified portfolio split approximately equally between income and equity securities, designed for steady, long-term growth
• are investing for the medium term
• can tolerate low to medium risk

Fund overview

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

Fund facts (2026-03-31)

Minimum investment

$250,000 initial / $25 additional