Investor suitability

For those who:

  • want a balance of capital gains and income
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Mackenzie Cundill Canadian Balanced Fund. The underlying fund invests mostly in Canadian shares and bonds.

Fund facts (2021-09-30)

Asset class

Canadian Balanced

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000