Investor suitability

For those who:

  • want exposure in global equity and fixed income securities, with modest exposure to other assets
  • are investing for the medium to long term
  • can tolerate low-to-medium risk

Fund overview

The fund’s investment objective is 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, fixed income securities and other assets.


Fund/ETF Facts (2026-05-29)

Inception date

2026-01-27

Asset class

Global Balanced

Income distribution

Quarterly

Exchange

Toronto Stock Exchange

Minimum investment

Negotiable