Investor suitability

For those who:

  • want a medium risk investment that is 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 common shares of Canadian corporations, with an emphasis on small market capitalization. This fund may invest up to 30% of its assets in foreign securities.

Fund facts (2021-05-31)

Inception date


Asset class

Canadian Equity

Income distribution


Minimum investment

$250,000 initial / $25 additional

Growth of $10,000