Investor suitability

For those who:

  • want a medium risk investment 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 a diversified portfolio of equity and equity-related securities of US issuers.


Fund facts (2021-01-29)

Inception date

2008-08-19

Asset class

U.S. Equity

Total # holdings

431

Number of issuers (equities)

72

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000