Investor suitability

For those who:

  • want Canadian equity exposure to real estate related companies
  • want the potential for high income generation
  • want to receive regular monthly cash flows (if any)
  • can tolerate medium risk

Fund overview

The Fund's investment objective is to seek long-term total returns consisting of regular income and long-term capital appreciation from an actively managed portfolio comprised primarily of securities of Canadian real estate investment trusts, real estate operating corporations and entities involved in real estate related services. Up to 30% of the Fund's assets may be invested in foreign securities.


Fund/ETF Facts (2022-12-01)

Inception date

2004-11-15

Asset class

Sector Equity

Income distribution

Monthly

Exchange

Toronto Stock Exchange

Growth of $10,000