Investor suitability

For those who:

  • want to invest primarily in fixed income and floating rate securities of governments and companies throughout the world that the portfolio advisor believes offer an attractive yield and opportunity for capital gains
  • are investing for the medium term
  • can tolerate low risk
  • are seeking to substantially hedge your exposure to foreign currency fluctuations
  • are seeking regular income

Fund overview

This fund’s objective is to provide long-term total return. It invests primarily in fixed income and floating rate securities of governments and companies throughout the world that the portfolio advisor believes offer an attractive yield and opportunity for capital gains. The fund may make large investments in any country, including emerging markets and emerging industries of developed markets, and in high yield securities of developed markets. The fund will use derivatives to minimize the fund’s exposure to foreign currency fluctuations against the Canadian dollar.


Fund/ETF Facts (2024-01-31)

Inception date

2022-10-27

Asset class

Global Fixed Income

Income distribution

Monthly

Minimum investment

$500 initial/$25 additional

Growth of $10,000