Investor suitability

For those who:

  • want a foreign equity fund for your portfolio with the potential for long-term growth
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

The fund’s objective is to obtain maximum long-term capital growth by investing primarily in equity and equity-related securities of companies throughout the world that the portfolio advisor believes are well-positioned to benefit from an aging population, increasing life expectancy, increasing lifestyle expenditures and evolving demographic needs worldwide.


Fund/ETF Facts (2024-03-28)

Inception date

2020-06-11

Asset class

Global Equity

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000