Investor suitability

For those who:

  • are seeking capital preservation and modest capital appreciation through investments in high quality U.S. equities
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests in an actively managed portfolio of primarily U.S. equities.

Fund facts (2021-09-30)

Inception date


Asset class

U.S. Dividend

Income distribution


Minimum investment

$5,000 initial / $25 additional

Growth of $10,000