IA Clarington Loomis Global Allc ETF (IGAF.TO)
14.15
+0.23
(+1.65%)
CAD |
TSX |
May 10, 15:19
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.07% | -1.02% | 4.808B | 711.93 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.65% | 22.33% | 69.45M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund’s objective is to provide a consistent stream of income and capital appreciation by investing primarily in equity securities, fixed income investments and money market instruments from around the world. The sub-advisor determines the relative attractiveness of global equities, North American fixed income securities and international fixed income securities based on fundamental factors such as the economic cycle, relative interest rates and stock market values and currency considerations. The Fund will invest primarily in equity and fixed income securities of global issuers, including securities of issuers located in countries with emerging securities markets. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Equity Balanced |
| Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | IA Clarington Investments Inc |
| Prospectus Benchmark Index | |
| Bloomberg Global Aggregate TR Hdg CAD | 40.00% |
| MSCI ACWI NR CAD | 60.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| David Rolley | 9.19 yrs |
| Eileen Riley | 9.19 yrs |
| Lee Rosenbaum | 9.19 yrs |
| Matthew Eagan | 3.17 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
| Investment Strategy | |
| The Fund’s objective is to provide a consistent stream of income and capital appreciation by investing primarily in equity securities, fixed income investments and money market instruments from around the world. The sub-advisor determines the relative attractiveness of global equities, North American fixed income securities and international fixed income securities based on fundamental factors such as the economic cycle, relative interest rates and stock market values and currency considerations. The Fund will invest primarily in equity and fixed income securities of global issuers, including securities of issuers located in countries with emerging securities markets. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Equity Balanced |
| Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | IA Clarington Investments Inc |
| Prospectus Benchmark Index | |
| Bloomberg Global Aggregate TR Hdg CAD | 40.00% |
| MSCI ACWI NR CAD | 60.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| David Rolley | 9.19 yrs |
| Eileen Riley | 9.19 yrs |
| Lee Rosenbaum | 9.19 yrs |
| Matthew Eagan | 3.17 yrs |