Investor suitability

For those who:

• are seeking the potential for long-term capital appreciation through investments in small to mid-capitalization North American companies
• are investing for the medium and/or long term
• can tolerate medium-to-high risk

Fund overview

The pool’s objective is to provide long-term capital growth by investing primarily in equity or equity-related securities of small and medium-capitalization companies located in the U.S. 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 (2025-10-30)

Minimum investment

$5,000 initial/$25 additional