Investor suitability

For those who:

  • want to invest in an optimized portfolio of fixed income and equity exchange-traded funds, designed for capital growth and income while diversifying risk
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The fund’s investment objective is to provide a balance between income and long-term capital growth, by investing primarily in a diversified portfolio of equity and fixed income exchange-traded funds.


Fund/ETF Facts (2024-12-30)

Inception date

2019-01-21

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000