Investor suitability

For those who:

• want equity exposure to Canada's 6 largest banks
• want the potential for high income generation
• want to receive regular quarterly cash flows (if any)
• are investing for the medium and/or long term
• can tolerate medium risk

Fund overview

The fund’s investment objective is to provide shareholders with (i) regular distributions; (ii) the opportunity for capital appreciation; and (iii) lower overall volatility of portfolio returns than would be experienced by owning a portfolio of common shares of the Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, The Bank of Nova Scotia and The Toronto-Dominion Bank directly.

Fund/ETF Facts (2025-02-27)

Minimum investment

$500 initial/$25 additional