Investor suitability

For those who:

• want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
• are investing for the medium and/or long term
• can tolerate low to moderate risk

Fund overview

The Fund invests in the Cambridge American Equity Corporate Class and Signature Corporate Bond Corporate Class. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds.

Fund facts (2020-12-31)

Minimum investment

$500 initial / $100 additional