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 (2024-06-28)

Inception date

2018-10-29

Asset class

Global Fixed Income

Income distribution

Monthly

Minimum investment

$5,000 initial/$25 additional

Growth of $10,000