Investor suitability

For those who:

• are seeking regular income and long-term capital appreciation through investments in global equity securities
• are investing for the medium and/or long term
• can tolerate medium risk

Fund overview

The pool’s investment objective is to provide investors with a combination of income and capital appreciation by investing primarily in a portfolio of dividend paying global equity securities. Any change to the fundamental investment objective must be approved by a majority of votes cast at a meeting of securityholders held for that reason.

Fund/ETF Facts (2026-01-30)

Minimum investment

$5,000 initial/$25 additional