Investor suitability

For those who:

  • Want a balanced portfolio that will emphasize capital appreciation over the long term
  • Are looking for a well diversified investment with exposure to multiple asset classes in a single portfolio
  • Want exposure to lower cost passive and factor-based ETFs
  • Are comfortable with low to medium risk

Fund overview

The Fund invests primarily in a diversified mix of exchange-traded funds and/or mutual funds. These ETFs and mutual funds invest primarily in equity securities or in fixed-income and/or other debt securities. The Fund has a bias towards investing in equity ETFs and mutual funds, and uses strategic asset allocation to allocate assets among such ETFs and/or mutual funds. The strategic asset allocation is currently 60% equities and 40% fixed-income. It is expected that a substantial majority of the Fund's holdings will be ETFs rather than actively managed funds.


Fund/ETF Facts (2026-06-30)

Inception date

2017-10-30

CIFSC Category

Global Neutral Balanced

Income distribution

Annually

Minimum investment

$500 initial/$0 additional

Growth of $10,000