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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.35% -0.28% 32.27M 662.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 58.66% 27287.00 Upgrade

Basic Info

Investment Strategy
The Funds investment objectives are to maximize total return from current income and long-term capital appreciation by investing in a diversified mix of global fixed-rate and floating-rate debt securities, including high-income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global High Yield CAD
Peer Group High Yield Fixed Income
Global Macro Bond High Yield
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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Total Return (NAV)
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Peer Group Rtn. (NAV)
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-0.75%
7.90%
-3.91%
5.75%
-11.32%
12.51%
10.98%
7.08%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.93%
-2.69%
10.26%
3.65%
5.33%
-5.37%
3.08%
14.26%
10.59%
-4.62%
15.02%
6.76%
6.83%
-2.96%
1.92%
17.83%
8.02%
-1.96%
12.26%
10.14%
5.04%
-12.42%
11.82%
6.01%
6.54%
-2.80%
10.06%
2.55%
4.75%
-10.54%
10.99%
6.92%
6.39%
As of December 18, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 9.20%
Stock 0.01%
Bond 91.68%
Convertible 0.00%
Preferred 0.00%
Other -0.88%
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Basic Info

Investment Strategy
The Funds investment objectives are to maximize total return from current income and long-term capital appreciation by investing in a diversified mix of global fixed-rate and floating-rate debt securities, including high-income securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global High Yield CAD
Peer Group High Yield Fixed Income
Global Macro Bond High Yield
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
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