Investor suitability

For those who:

  • want primarily US equity exposure to companies in the Technology sector on a USD hedged basis
  • want the potential for high income generation
  • want to receive regular quarterly cash flows (if any)
  • can tolerate medium to high risk

Fund overview

The ETF's investment objective is to provide Unitholders, through an actively managed portfolio, with (i) quarterly cash distributions, (ii) the opportunity for capitalappreciation by investing on an equal weight basis in a portfolio of equity securities of at least the 25 largest technology companies measured by market capitalizationlisted on a North American stock exchange, and (iii) lower overall volatility of returns on the portfolio than would be experienced by owning a portfolio of securities of suchissuers directly, by employing a covered call option writing program. The issuers included in the portfolio, which are based on their market capitalization, may be adjustedbased on the Portfolio Manager’s view on the liquidity of the issuers’ equity securities and their related call options.


Fund/ETF Facts (2022-12-01)

Inception date

2022-03-03

Asset class

Sector Equity

Income distribution

Quarterly

Exchange

Toronto Stock Exchange

Growth of $10,000