Investor suitability

For those who:

  • want a medium risk investment focused on generating capital growth
  • are planning to hold your investment for the medium and/or long term

Fund overview

This fund invests primarily in a diversified portfolio of Canadian equity securities. This fund may invest up to 30% of its assets in foreign securities.


Fund facts (2021-01-29)

Inception date

2008-08-18

Asset class

Canadian Equity

Total # holdings

37

Number of issuers (equities)

37

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000