Investor suitability

For those who:

  • want exposure to a portfolio of U.S. equity securities that exhibit higher value characteristics
  • are looking for long term capital appreciation
  • can tolerate medium risk

Notes

Underlying Index Guidelines

Fund overview

The fund seeks to track, to the extent reasonably possible, the performance of a portfolio of large and mid-cap U.S. equity securities that exhibit high value characteristics, net of expenses. Currently, the ETF C$ Unhedged Series units of the fund seek to track the VettaFi US Enhanced Value Index, or any successor thereto.


Fund/ETF Facts (2025-05-30)

Inception date

2024-01-11

Asset class

U.S. Equity

Income distribution

Quarterly

Exchange

Toronto Stock Exchange

Minimum investment

Negotiable

Growth of $10,000