Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and income securities designed for steady, long-term growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests in fixed income and high-yielding equity securities throughout the world.


Fund/ETF Facts (2025-01-30)

Inception date

2009-11-11

Asset class

Diversified Income

Income distribution

Quarterly

Minimum investment

$500 initial/$25 additional

Growth of $10,000