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 (2021-01-29)

Inception date

2008-08-19

Asset class

Canadian Equity

Total # holdings

36

Number of issuers (equities)

36

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000