Investor suitability

For those who:

  • want to invest in an optimized portfolio of equity exchange-traded funds and, to a lesser extent, fixed income exchange-traded funds, designed for long-term capital growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

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

Fund/ETF Facts (2023-08-31)

Inception date


Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial/$25 additional

Growth of $10,000