Investor suitability

For those who:

• seeking income and the potential for capital appreciation
• investing for the long term
• can tolerate low to medium risk

Fund overview

The pool’s investment objective is to generate income and the potential for long-term capital appreciation by investing primarily in a diversified portfolio of fixed-income securities of any credit quality, issued by companies or governments of any size, located anywhere in the world.

Fund/ETF Facts (2024-03-28)

Minimum investment

$5,000 initial/$25 additional