Investor suitability

For those who:

• want a U.S. equity fund that focuses on growth and quality
• are investing for the medium and/or long term
• can tolerate medium risk

Fund overview

The pool’s investment objective is to provide long-term capital growth by investing primarily in large-cap U.S. equity and equity-related 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 (2026-06-30)

Minimum investment

$5,000 initial/$25 additional