Investor suitability

For those who:

  • want to invest in an optimized portfolio of fixed income exchange-traded funds and, to a lesser extent, equity exchange-traded funds, that generally employ ESG-oriented investment strategies, designed for income and growth with lower than average volatility
  • are investing for the medium term

Fund overview

The fund’s investment objective is to provide a balance between income and long-term capital growth, with a bias towards income, by investing primarily in a diversified portfolio of fixed income and equity exchange-traded funds (ETFs) that generally employ environmental, social and governance (ESG) oriented investment strategies.


Fund/ETF Facts (2024-05-30)

Inception date

2021-08-03

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000