- A diversified portfolio in a single fund.
- For investors planning to begin withdrawals around the year 2060.
The Fund's investment objective is to provide capital appreciation and current income consistent with its current investment allocation, which is designed for investors planning to start withdrawing funds in or near the Fund's target date (2060). The Fund invests mainly in a selection of affiliated mutual funds and ETFs. The Fund's asset class mix will shift so that the Fund becomes more conservative over time. It is anticipated that at its target date, the Fund will be 35% invested in underlying funds that invest in stocks and 65% invested in funds that invest in bonds.
President, Victory Solutions | Deputy President, Investment Franchises | Head of Product & Strategy