Investor suitability

For those who:

  • Want strong capital growth over the long term
  • Own, or plan to own, other types of investments to diversify their holdings
  • Want a Canadian equity investment with minimal foreign exposure
  • Are comfortable with medium risk

Fund overview

The Fund invests in a diversified portfolio of common shares and other equity securities of Canadian businesses. The Fund is permitted to invest up to 10% of its non-cash assets in foreign securities.


Fund/ETF Facts (2026-07-31)

Inception date

2004-08-16

CIFSC Category

Canadian Equity

Income distribution

Annually

Minimum investment

$500 initial/$0 additional

Growth of $10,000