Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities, designed for steady, long-term growth
  • are investing for the medium term
  • can tolerate low risk

Fund overview

The Fund invests in multiple underlying funds.

Fund/ETF Facts (2024-05-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial/$50 additional

Growth of $10,000