Investor suitability

For those who:

• Want capital growth and income over the medium to long term
• Want a diversified Canadian balanced investment
• Are comfortable with medium risk

Fund overview

The Fund invests primarily in Canadian equity and fixed-income securities. The equity portion is invested mainly in high-quality Canadian stocks, and the fixed-income portion invests in Canadian government and corporate issues. The Fund will typically invest no more than 30% of its net assets in foreign securities.

Fund/ETF Facts (2026-07-31)

Minimum investment

$500 initial/$0 additional