Investor suitability

For those who:

  • are seeking growth of capital associated with Canadian equity securities
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests a substantial portion of its assets in equity securities of Canadian companies. The fund may invest up to 10% of its assets in foreign market investments.

Fund facts (2021-09-30)

Inception date


Asset class

Canadian Equity

Income distribution


Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000