Investor suitability

For those who:

  • want income and growth with lower than average volatility
  • 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/ETF Facts (2026-07-31)

Inception date

2012-07-26

CIFSC Category

Global Fixed Income Balanced

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000