Forstrong Global Income ETF (FINC.TO)
20.35
0.00 (0.00%)
CAD |
TSX |
May 31, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
1.97% | -1.96% | 1.043M | -- |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.18% | 6.74% | -- | Upgrade |
Basic Info
Investment Strategy | |
The Fund aims to generate modest capital appreciation by primarily investing, directly or indirectly, in a diversified mix of Canadian and global securities. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Fixed Income Balanced |
Category Index | -- |
Global Category Name | Cautious Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | Forstrong Global Asset Management |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
David Kletz | 0.74 yrs |
Karen Tsang | 0.74 yrs |
Shibo Gu | 0.74 yrs |
Tyler Mordy | 0.74 yrs |
Performance Versus Category
As of May 31, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 31, 2024.
Basic Info
Investment Strategy | |
The Fund aims to generate modest capital appreciation by primarily investing, directly or indirectly, in a diversified mix of Canadian and global securities. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Fixed Income Balanced |
Category Index | -- |
Global Category Name | Cautious Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | Forstrong Global Asset Management |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
David Kletz | 0.74 yrs |
Karen Tsang | 0.74 yrs |
Shibo Gu | 0.74 yrs |
Tyler Mordy | 0.74 yrs |