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 U.S. issuers.


Fund facts (2026-06-30)

Inception date

2017-05-01

Asset class

U.S. Equity

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$250 initial / $25 additional

Growth of $10,000