Related Links / Downloads
Financial Reports & Other Important
Reasons to Invest in the Fund
- Simple, all-in-one investment solution that saves you valuable time
- Diversified portfolio of ETFs combined in a single mutual fund
- Portfolio that targets a potential maximum return for a given level of risk
- Professional portfolio management with ongoing monitoring
- It can be used as a core holding in your portfolio
- Lower cost structure than other portfolio solutions
How Your Money is Invested?
This fund aims to provide capital appreciation over the long term, but has a fixed income component to preserve capital.
The portfolio manager will attempt to achieve this by:
- Using strategic asset allocation
- Reviewing and rebalancing the portfolio on an ongoing basis to stay on track with allocation targets