Investor suitability

For those who:

  • Want a combination of the growth potential of equities and the stability of fixed-income investments
  • Want a core Canadian balanced investment
  • Are comfortable with low to medium risk

Fund overview

The Fund invests in common shares and other equity securities primarily of Canadian companies using a growth discipline. The Fund invests in Canadian and foreign government and corporate fixed-income securities. The Fund will typically invest no more than 30% of its net assets in foreign securities.


Fund/ETF Facts (2026-07-31)

Inception date

1992-07-15

CIFSC Category

Canadian Neutral Balanced

Income distribution

Annually

Minimum investment

$500 initial/$0 additional

Growth of $10,000