Investor suitability

For those who:

  • want a medium risk investment focused on generating capital growth with minimal exposure to changes to the exchange rate between the Canadian and US dollar
  • are planning to hold your investment for the medium and/or long term

Fund facts (2026-07-31)

Inception date

2008-08-18

Asset class

U.S. Equity

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$250 initial / $25 additional

Growth of $10,000