Investor suitability

For those who:

  • Want capital growth over the long term
  • Want a well-diversified core Canadian equity investment
  • Own, or plan to own, other types of investments to diversify their holdings
  • Are comfortable with medium risk

Fund overview

The Fund invests in the securities of Invesco RAFI Canadian Index ETF, an exchange-traded fund that invests primarily in equity securities of Canadian companies in order to seek to replicate the performance of the RAFI Fundamental Select Canada 100 Index. The index weights companies using four fundamental factors of company size: adjusted sales, adjusted cash flow, dividends plus buybacks, and book value plus intangibles.


Fund/ETF Facts (2026-07-31)

Inception date

2009-11-16

CIFSC Category

Canadian Equity

Income distribution

Quarterly

Minimum investment

$500 initial/$0 additional

Growth of $10,000