Investor suitability

For those who:

• want a mutual fund that makes regular tax efficient distributions for your portfolio
• are investing for the medium and/or long term
• can tolerate medium risk

Fund overview

This fund invests primarily in dividend-paying common and preferred shares, debentures, income trusts, equity-related securities and convertible securities of issuers anywhere in the world.

Fund/ETF Facts (2024-02-29)

Minimum investment

$100,000 initial/$5,000 additional