Investor suitability

For those who:

  • want income and growth with lower than average volatility
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low risk

Fund overview

The Fund invests in the Portfolio Series Conservative Fund. The underlying fund invests mostly in shares and bonds from around the world.

Fund facts (2021-09-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000