Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity securities and, to a lesser extent, income securities
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Select 40i60e Managed Portfolio Corporate Class. The Underlying Fund invests about 60% in shares and 40% in bonds.


Fund facts (2021-09-30)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000