Investor suitability

For those who:

  • want a low to medium risk investment with potential for capturing some capital growth
  • have a medium term investment horizon.

Fund overview

This fund invests primarily in corporate bonds, income trusts, and other income generating securities.


Fund facts (2021-01-29)

Inception date

2008-08-18

Asset class

Diversified Income

Total # holdings

4,916

Number of issuers (equities)

386

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000