Investor suitability

For those who:

• Want capital growth and income over the mid to long term
• Want a diversified global balanced investment
• Want an investment that employs environmental, social and governance (ESG) oriented investment strategies as part of their fundamental investment objectives
• Are comfortable with low to medium risk

Fund overview

The Fund invests in a diversified portfolio of equity and fixed-income exchange-traded funds (ETFs) that employ environmental, social and governance (ESG) oriented investment strategies as part of their fundamental investment objectives. The Fund uses strategic asset allocation to allocate assets among such ETFs and is expected to maintain a balanced exposure of approximately 60% equities and 40% fixed-income.

Fund/ETF Facts (2026-07-31)

Minimum investment

$500 initial/$0 additional