Investor suitability

For those who:

  • want a medium risk investment that is focused on generating capital growth with a reasonable prospect of earning current income
  • are planning to hold your investment for the medium and/or long term

Fund overview

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


Fund facts (2020-08-31)

Inception date

2008-08-19

Asset class

Canadian Equity

Total # holdings

42

Number of issuers (equities)

42

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000