Investor suitability

For those who:

  • want to invest in an optimized portfolio of fixed income and equity exchange-traded funds that generally employ ESG-oriented investment strategies, designed for capital growth and income while diversifying risk
  • 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, by investing primarily in a diversified portfolio of equity and fixed income exchange-traded funds (ETFs) that generally employ environmental, social and governance (ESG) oriented investment strategies


Fund/ETF Facts (2024-02-29)

Inception date

2021-08-03

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000