Investor suitability

For those who:

  • want a medium risk investment that is focused on generating capital growth in a manner which may not track the performance of a comparable benchmark index
  • 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 non-North American companies.


Fund facts (2020-06-30)

Inception date

2008-08-18

Asset class

International Equity

Total # holdings

30

Number of issuers (equities)

30

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000