Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and income securities designed for steady, long-term growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests in a portfolio of fixed income and high-yielding equity securities throughout the world.


Fund/ETF Facts (2026-09-30)

Inception date

2011-02-14

CIFSC Category

Tactical Balanced

Income distribution

Monthly

Minimum investment

$500 initial/$25 additional

Growth of $10,000