Investor suitability

For those who:

  • want a core Canadian equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund’s objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.


Fund/ETF Facts (2024-02-29)

Inception date

2011-10-04

Asset class

Canadian Equity

Income distribution

Quarterly

Minimum investment

$100,000 initial/$5,000 additional

Growth of $10,000