This segregated fund, through investments in other funds including exchange-traded funds, invests primarily in global fixed-income and global equity securities. It targets an asset mix of 40 per cent fixed income and 60 per cent equities. Prior to September 11, 2026 this fund was named Index ETF Balanced Portfolio. No other changes were made to this fund.

Is this fund right for you?

• A person who is investing for the medium to longer term, wants exposure to a globally diversified investment portfolio in one fund with a target of no more than 40 per cent invested in fixed income and is comfortable with low to moderate risk.

How is the fund invested?

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details

Understanding returns

Annual compound returns (%)

Calendar year returns (%)

Range of returns over five years