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 (2026-06-30)

Minimum investment

$500 initial/$0 additional