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 medium risk

Fund overview

The Fund invests in a diversified mix of mutual funds and exchange-traded funds. The underlying funds invest primarily in common shares and other equity securities.


Fund/ETF Facts (2026-07-31)

Inception date

2011-08-05

CIFSC Category

Global Equity

Income distribution

Annually

Minimum investment

$500 initial/$0 additional

Growth of $10,000