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)

Inception date

2007-02-21

Asset class

Global Dividend

Income distribution

Quarterly

Minimum investment

$500 initial/$25 additional

Growth of $10,000