Investor suitability

For those who:

  • want North American equity exposure to companies in the energy sector
  • want the potential for high income generation
  • want to receive regular cash flows (if any)
  • are investing for the medium and/or long term
  • can tolerate high risk

Fund overview

The fund’s investment objective is to provide unitholders, through an actively managed portfolio with (i) regular distributions, (ii) the opportunity for capital appreciation by investing on an equal weight basis in a portfolio of equity securities of at least the 15 largest energy companies measured by market capitalization listed 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 such issuers directly.The issuers included in the portfolio, which are based on their market capitalization, may be adjusted based on the portfolio advisor’s view on the liquidity of the issuers’ equity securities and their related call options.


Fund/ETF Facts (2024-01-31)

Inception date

2023-02-21

Asset class

Sector Equity

Income distribution

Quarterly

Minimum investment

$500 initial/$25 additional