Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities designed for conservative capital growth
  • are investing for the short and/or medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in multiple underlying funds.


Fund/ETF Facts (2026-06-30)

CIFSC Category

Global Fixed Income Balanced

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000