Investor suitability

For those who:

  • want to invest in an optimized portfolio of fixed income exchange-traded funds and, to a lesser extent, equity exchange-traded funds, designed for income and some growth with lower than average volatility
  • are investing for the medium term
  • can tolerate low risk

Fund overview

The fund’s investment objective is to provide a balance between income and capital growth, with a focus on capital preservation over the medium to long-term, by investing primarily in a diversified portfolio of fixed income and equity 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