Investment Objective

The fundamental investment objective of the Fund is to seek out a combination of both capital growth and income while mitigating volatility over the longer term. The Fund invests in the public markets, primarily in equity securities listed on North American stock exchanges, denominated in both U.S. and Canadian Dollars. The Fund will also invest in government and corporate bonds of various maturities and quality. The Fund may also invest in pooled funds, exchange traded funds and other managed products, also denominated in U.S. and Canadian Dollars where the investment objective is substantially similar to the Fund’s objective.

Investment Documents