Investor suitability

For those who:

  • want a fund with diversified investments in U.S. fixed-income and income-generating equity markets with potential for modest capital growth
  • prefer to maintain a portion of your assets denominated and invested in U.S. dollars to avoid converting U.S. dollars to Canadian dollars and back again
  • want an ongoing source of monthly U.S. dollar income
  • are planning to hold your investment for the short and/or medium term and can tolerate low investment risk

Fund overview

This fund invests primarily in a diversified portfolio of income-generating, U.S. dollar-denominated assets domiciled in the Unites States.

Fund facts (2021-09-30)

Inception date


Asset class

Diversified Income

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000