Investor suitability

For those who:

  • want a medium risk investment focused on generating capital growth with minimal exposure to changes to the exchange rate between the Canadian and US dollar
  • are planning to hold your investment for the medium and/or long term

Fund overview

This fund invests primarily in a diversified portfolio of equity and equity-related securities of US issuers while hedging against changes to the exchange rate between the Canadian and US dollar.


Fund facts (2020-12-31)

Inception date

2019-01-31

Asset class

U.S. Equity

Total # holdings

2

Number of issuers (equities)

2

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000