Investor suitability

For those who:

  • want a core, pure Canadian equity pool for your portfolio
  • are seeking income and the potential for capital appreciation
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

The pool’s investment objective is to provide long-term capital appreciation by investing primarily in a diversified portfolio of Canadian equity securities that are consistently returning capital to shareholders. Any change to the investment objective must be approved by a majority of the votes cast by unitholders at a meeting called to consider the change.

Fund/ETF Facts (2024-06-28)

Inception date


Asset class

Canadian Equity

Income distribution


Minimum investment

$5,000 initial/$25 additional

Growth of $10,000