Investor suitability

For those who:

  • Want to generate income and modest capital appreciation over the long 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 fixed-income and/or other debt securities, or to a lesser degree, common shares and/or other equity securities.


Fund/ETF Facts (2026-06-30)

Inception date

2013-11-15

CIFSC Category

Global Fixed Income Balanced

Income distribution

Monthly

Minimum investment

$100,000 initial/$0 additional

Growth of $10,000