Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in multiple underlying funds.


Fund/ETF Facts (2024-05-30)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000