GuardPath Managed Decumulation 2042 ETF (GPMD.TO)
9.68
0.00 (0.00%)
CAD |
TSX |
May 03, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.90% | -0.59% | 1.148M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 8.27% | 64.87% | -95091.16 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment objective of the fund is to make consistent, high monthly distributions over a twenty (20) year period, by investing thefund’s assets in a well-diversified portfolio of assets selected to achieve income generation and preservation of capital while minimizing overall volatility of returns.The fund will seek to achieve the investment objective by investing in a portfolio of securities, either directly or indirectly, that provides diversified exposure to different asset classes, geographies and strategies, providing different sources of returns, while mitigating risk measured by overall volatility of portfolio returns. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Guardian Capital LP |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Adam Murl | 1.57 yrs |
| David Onyett-Jeffries | 1.57 yrs |
| Denis Larose | 1.57 yrs |
| Dino Bourdos | 1.57 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
| Investment Strategy | |
| The investment objective of the fund is to make consistent, high monthly distributions over a twenty (20) year period, by investing thefund’s assets in a well-diversified portfolio of assets selected to achieve income generation and preservation of capital while minimizing overall volatility of returns.The fund will seek to achieve the investment objective by investing in a portfolio of securities, either directly or indirectly, that provides diversified exposure to different asset classes, geographies and strategies, providing different sources of returns, while mitigating risk measured by overall volatility of portfolio returns. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Guardian Capital LP |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Adam Murl | 1.57 yrs |
| David Onyett-Jeffries | 1.57 yrs |
| Denis Larose | 1.57 yrs |
| Dino Bourdos | 1.57 yrs |