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 (2019-12-31)

Inception date

2008-08-18

Asset class

U.S. Equity

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000