Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are seeking to add U.S. exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

This fund invests primarily in equity and equity-related securities of companies in the United States.


Fund facts (2021-09-30)

Inception date

2000-08-08

Asset class

U.S. Equity

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000