Investor suitability

For those who:

• Want an investment fund that can utilize a broad range of investment vehicles that can benefit in a variety of market environments
• Are comfortable with low to medium risk

Fund overview

The Fund invests primarily in Canadian equity securities, real estate investment trusts, royalty and income trusts, and fixed-income securities, including preferred shares and convertible debt. The Fund is a balanced fund that will typically invest no more than 30% of its net assets in foreign securities.

Fund/ETF Facts (2026-06-30)

Minimum investment

$100,000 initial/$0 additional