Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.01% 0.01% 121.57M 6407.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.94% 20.23% -7.849M Upgrade

Basic Info

Investment Strategy
The primary objective of the Fund is to provide longterm capital appreciation and to reduce portfolio volatility, by investing directly and indirectly primarily in global equity securities of high quality companies. The investment objectives of the Fund can only be changed with the approval of a majority of the Unitholders at a meeting called for such purpose.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
21.85%
-16.60%
15.88%
7.89%
-2.59%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-0.62%
17.97%
11.20%
12.79%
-9.68%
12.52%
23.49%
10.13%
--
27.20%
35.86%
22.09%
-22.92%
22.28%
14.80%
11.30%
--
--
--
9.56%
-7.38%
6.94%
12.75%
-0.59%
-7.29%
26.34%
26.50%
18.75%
-27.20%
31.31%
23.12%
8.00%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.55%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The primary objective of the Fund is to provide longterm capital appreciation and to reduce portfolio volatility, by investing directly and indirectly primarily in global equity securities of high quality companies. The investment objectives of the Fund can only be changed with the approval of a majority of the Unitholders at a meeting called for such purpose.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders