Investor suitability

For those who:

  • want North-American equity exposure to life insurance companies
  • want the potential for high income generation
  • want active currency management (tactical hedging)
  • want to receive regular quarterly cash flows (if any)
  • can tolerate high risk

Fund overview

The ETF's investment objectives are to provide unitholders with (i) quarterly cash distributions; (ii) the opportunity for capital appreciation; and (iii) lower overall volatility of portfolio returns than would be experienced by owning a portfolio of publicly-traded common equity securities of the ten largest U.S. and Canadian life insurance companies by market capitalization directly.

Fund/ETF Facts (2022-12-01)

Inception date


Asset class

U.S. Equity

Income distribution



Toronto Stock Exchange

Growth of $10,000