Investor suitability

For those who:

  • are seeking capital growth through a portfolio of growth-oriented North American equities
  • are investing for the medium-to-long term
  • are seeking an investment which can utilize short-selling, leverage and derivatives where appropriate to either maximize returns or mitigate negative returns

Fund overview

The fund seeks to generate high absolute returns over the long-term, balanced with a capital preservation mindset, by primarily investing in growth-oriented North American equities.


Fund/ETF Facts (2024-10-30)

Inception date

2021-07-08

Asset class

Alternative Equity Focused

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000