Investor suitability

For those who:

  • want capital growth and income while diversifying risk
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to medium risk

Fund overview

This fund invests in income and equity mutual funds.

Fund facts (2021-09-30)

Inception date


Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000