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)