Investor suitability

For those who:

• are looking for long-term capital growth and a moderate level of income through global equity and fixed income securities
• want exposure to a diversified portfolio of equity and fixed income exchange traded funds
• are investing for the medium term
• can tolerate low to medium risk

Fund overview

The fund seeks to provide a combination of long-term capital growth and a moderate level of income, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.

Fund/ETF Facts (2026-09-30)

Minimum investment

$500 initial/$25 additional