Fund code: 7813

  • NAV $7.34 -$0.01 / -0.19%
    21-Jun-2024
  • Inception 15-May-2024
  • Benchmark 55% MSCI All Country World Index and 45% Bloomberg U.S. Aggregate Bond Index – Hedged to CAD
  • Aggregate assets
    (all series)
    $19.7M
    31-May-2024
  • Distributions Annually
  • Also available through ETF Series CDN$, Trust CDN$ and Trust T-Series
  • Get Fund Facts

In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.

Start NAV

$10.0000

End NAV

$10.4031
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Calendar returns

In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.

Standard period returns

In accordance with National Instrument 81-102, performance cannot be shown until one year after a fund's inception.

Why invest in this fund?

  • A global fund with a neutral mix of 55% equities and 45% fixed income.
  • One-ticket global balanced strategy with exposure to liquid alternatives in a traditional mutual fund.
  • Combines distinct styles together to help diversify risk and offer the potential for above-market returns with lower volatility.
  • Underlying funds managed by an experienced team of portfolio managers.

Risk measures

Risk measures cannot be calculated on funds that are less than three years old. This fund does not yet meet the required criteria.

Risk classification

  1. Low
  2. Low to medium
  3. Medium
  4. Medium to high
  5. High

This fund has a low to medium volatility rating