To achieve a balance of income and long-term capital growth by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
You are an investor looking for portfolio diversification within a single mutual fund;
You want a fund with a socially responsible approach to investing;
You are seeking a balance of income and long-term capital growth;
You are investing for the medium to long term; and
You can tolerate low to medium investment risk.
To achieve its investment objectives, the Portfolio will:
Follow a responsible approach to investing
Invest up to 100% of the Portfolio's assets in units of the Underlying Funds
Allocate the Portfolio's assets among the Underlying Funds according to the target asset mix for the Portfolio, which may change at our discretion, but are generally expected to be:
Monitor and rebalance the Portfolio's assets to realign the weightings within its target asset mix
Monitor and review the Underlying Funds on a periodic basis
Eligible for Registered Plans
Minimum Initial Investment**
Minimum Subsequent Investment**
Regular Investment Plan**
Series A - CIB384 Series F - CIB385
Low to medium
* Volatility (low to high): The lower the volatility ranking, the lower the risk of the fund. Funds with a volatility ranking of high are the most risky.
** Other dealers may have different minimum dollar requirements.
† Please check with your dealer regarding whether a particular class/series (or purchase option) is available for purchase within a registered account.
The Portfolio is based on a strategic asset allocation. In implementing this strategy, the Portfolio will invest in a number of Underlying Funds in order to obtain the desired asset allocation. The performance of the Portfolio will be related to the performance of the Underlying Funds held by the Portfolio.
The Fund intends to distribute net income quarterly and net realized capital gains annually in December. The amount of the distributions is not guaranteed and may change from time to time without notice to unitholders.
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