Investor suitability

For those who:

  • Are seeking a growth fund investing in the real estate sector;
  • Have a long-term investment horizon; and
  • Are prepared for a low to medium level of risk.

Fund overview

The Fund invests primarily in real estate investment trusts ("REITs"), equity securities of corporations carrying on business in the real estate sector and debt or convertible debt issued by REITs and real estate corporations. The Fund may invest up to 30% of the net asset value in equity securities and convertible debentures of non-Canadian REITs and corporations carrying on business in the real estate sector, so long as such securities are listed or quoted on a major North American exchange. At the Fund Manager's discretion, the Fund may be invested entirely in cash or cash equivalents.


Fund/ETF Facts (2024-06-28)

Inception date

2010-06-07

Asset class

Sector Equity

Income distribution

Quarterly

Minimum investment

$500 initial/$25 additional

Growth of $10,000