Investor suitability

For those who:

• Want capital appreciation over the long term
• Are willing to accept some fluctuations in the value of the portfolio over the short-to-medium term
• Are looking for a well-diversified investment
• Are comfortable with low to medium risk

Fund overview

The Fund invests in a diversified mix of mutual funds and exchange-traded funds. These underlying funds invest primarily in common shares and/or other equity securities, or to a lesser degree, fixed-income and/or other debt securities.

Fund/ETF Facts (2026-07-31)

Minimum investment

$500 initial/$0 additional