Investor suitability

For those who:

  • want a low risk investment with potential for capturing some capital growth
  • have a short and/or medium term investment horizon

Fund overview

This fund invests primarily in liquid securities of or guaranteed by the Government of Canada or any province thereof, in obligations of and deposits in interest-bearing accounts in any chartered bank or trust company, in government or corporate bonds and debentures, in mortgages or in other fixed income investments and preferred stocks. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2020-08-31)

Inception date

2008-08-19

Asset class

Canadian Fixed Income

Total # holdings

3,295

Number of issuers (equities)

757

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000