Investor suitability

For those who:

  • want a low to medium risk investment focused on generating capital growth in a manner which may not track the performance of a comparable benchmark index
  • are planning to hold your investment for the medium and/or long term

Fund overview

This fund invest primarily in equity and equity-related securities of Canadian companies. The fund may invest up to 30% of its assets in foreign market investments.

Fund facts (2022-10-31)

Inception date


Asset class

Canadian Equity

Income distribution


Minimum investment

$250 initial / $25 additional

Growth of $10,000