Investor suitability

For those who:

  • are seeking a combination of income and growth
  • are seeking to diversify your fixed income holdings
  • are investing for the medium and/or long term
  • can tolerate low risk

Fund overview

The fund’s investment objective is to seek to maximize total return by primarily investing in securitized investments and other fixed income securities issued by the U.S. government or other issuers.

Fund/ETF Facts (2024-06-28)

Inception date


Asset class

Global Fixed Income

Income distribution


Minimum investment

$500 initial/$25 additional

Growth of $10,000