Investor suitability

For those who:

• Want a balanced portfolio with an emphasis on 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 low to medium risk

Fund overview

The Fund invests in a diversified mix of mutual funds and exchange-traded funds. These underlying funds invest primarily in common shares and/or other equity securities, or fixed-income and/or other debt securities. The Fund has a bias towards equity underlying funds.

Fund/ETF Facts (2026-06-30)

Minimum investment

$100,000 initial/$0 additional