Investor suitability

For those who:

• want a core foreign equity pool for your portfolio
• are seeking the potential for capital growth
• are investing for the medium and/or long term
• can tolerate medium risk.

Fund overview

The pool’s investment objective is to provide maximum long-term capital growth by investing primarily in equity and equity-related securities of established companies throughout the world that the portfolio advisor believes have a competitively advantaged business model, good growth potential or good value.

Fund/ETF Facts (2024-03-28)

Minimum investment

$5,000 initial/$25 additional