Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Cambridge Asset Allocation Corporate Class. The underlying fund invests mostly in Canadian shares.

Fund facts (2021-09-30)

Asset class

Canadian Balanced

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000