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Fund Overview

This fund is designed for investors who…

  • Value a performance record of steady income as well as capital growth.
  • Have a low to medium risk tolerance and mid-to long-term investment horizon.

Investment Objectives

  • Achieve a return comprised of a steady income and medium- and long-term capital growth.
  • Invest primarily in debt instruments of Canadian and foreign issuers, and in equity securities of Canadian and foreign issuers.

Fund Facts are published once a year. Read them now.

Summary

Volatility

indicateur de risque Low / Average

Category: Canadian income, balanced
Start Date: March 31, 1978
RRSP Admissibility: yes, 100% eligible

Benchmark:

  • 45% FTSE TMX Universe
  • 35% S&P/TSX Composite
  • 15% MSCI World in Canadian dollar
  • 5% FTSE Canada 91 Day T-Bill

Assets*: $387,143,237
Number of Securities: 9
Target Asset Mix:

  • Bonds and Fixed Income: 42.2%
  • Canadian Equities: 38.3%
  • International Equities: 5.9%
  • American Equities: 12.3%
  • Cash and Equivalents: 1.3%

*As at April 30, 2024

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