Investor suitability

For those who:

  • want both foreign equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a combination of equity and fixed income securities of companies located anywhere in the world.


Fund/ETF Facts (2024-07-30)

Inception date

2007-02-26

Asset class

Global Balanced

Income distribution

Monthly

Minimum investment

$500 initial/$25 additional

Growth of $10,000