Investor suitability

For those who:

  • want a medium risk investment that is 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 equity and equity-related securities of small to midmarket capitalization US companies.


Fund facts (2020-06-30)

Inception date

2008-08-18

Asset class

U.S. Equity

Total # holdings

70

Number of issuers (equities)

70

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000