Investor suitability

For those who:

  • are seeking growth of capital associated with global small-capitalization equity securities issued by companies located anywhere in the world
  • are investing for the medium and/or long term
  • can tolerate medium to high risk

Fund overview

The pool’s objective is to provide long-term capital growth by investing primarily in equity or equity-related securities of small and medium-capitalization companies located anywhere in the world.


Fund/ETF Facts (2024-03-28)

Inception date

2018-10-29

Asset class

Global Small/Mid Cap Equity

Income distribution

Annually

Minimum investment

$5,000 initial/$25 additional

Growth of $10,000