Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a combination of primarily Canadian equity and fixed income securities. Up to 49% of the fund's assets may be invested in other types of securities and foreign securities.

Fund/ETF Facts (2024-06-28)

Inception date


Asset class

Canadian Balanced

Income distribution


Minimum investment

$100,000 initial/$5,000 additional

Growth of $10,000