Investor suitability

For those who:

• want both 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 primarily in a mix of Canadian equity and equity-related securities and fixed income securities. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.

Fund/ETF Facts (2024-10-30)

Minimum investment

$500 initial/$25 additional