Total net assets ($CAD):
$182.34 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 40.70% of the Fund.
Top holdings Sector allocation (%)
Canada Government 3.25% 01-Jun-2035 Fixed Income 20.71%
CASH Cash and Cash Equivalent 3.98%
Canada Government 2.75% 01-Sep-2030 Fixed Income 2.09%
Bank of Montreal 4.30% 26-Oct-2025 Cash and Cash Equivalent 1.55%
National Bank of Canada 4.30% 15-Oct-2025 Cash and Cash Equivalent 1.44%
RioCan REIT 4.00% 01-Mar-2028 Fixed Income 1.27%
Videotron Ltd 5.70% 15-Oct-2034 Fixed Income 1.22%
First Capital Realty Inc 3.45% 01-Mar-2028 Fixed Income 1.18%
Penske Truck Leasng Canada Inc 5.44% 08-Dec-2025 Cash and Cash Equivalent 1.14%
First Nations ETF LP 4.14% 31-Dec-2041 Fixed Income 1.12%
Enbridge Inc Energy Services and Equipment 1.09%
Power Corp of Canada 4.46% 27-Jul-2048 Fixed Income 1.07%
Transcanada Pipelines Ltd 5.28% 15-May-2030 Fixed Income 0.96%
Inter Pipeline Ltd 5.85% 18-May-2032 Fixed Income 0.94%
Montreal Port Authority 3.24% 22-Mar-2051 Fixed Income 0.94%