This segregated fund invests primarily in fixed-income and equity securities currently through the VPI Canadian Balanced Pool. On or about May 22, 2026, this fund's name changed to VPI Canadian Balanced from Canadian Premier Balanced and Dixon Mitchell Investment Counsel Inc. assumed portfolio management responsibilities from Invesco Canada Ltd. With this change this fund no longer invests directly in securities but invests in VPI Canadian Balanced Pool. The performance prior to the above dates were achieved under previous manager and/or investment objective.

Is this fund right for you?

• A person who is investing for the long term and seeking exposure to bonds and stocks, and is comfortable with low to moderate risk.
• Since the fund invests in stocks and bonds its value is affected by changes in interest rates and by stock prices, which can rise and fall in a short period of time.

RISK RATING

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