Investor suitability

For those who:

  • want global equity exposure to companies in the financial services sector
  • want active currency management (tactical hedging)
  • want to receive regular quarterly cash flows (if any)
  • can tolerate high risk

Fund overview

The Fund's investment objectives are to seek long-term total returns consisting of long-term capital appreciation and regular dividend income from an actively managed portfolio composed primarily of securities of issuers in the global financial services sector across developed and emerging markets.


Fund/ETF Facts (2022-12-01)

Inception date

2014-11-21

Asset class

Global Equity

Income distribution

Quarterly

Exchange

Toronto Stock Exchange

Growth of $10,000