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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.81% -0.03% 29.90M 445.23
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.42% 31.08% 9.167M Upgrade

Basic Info

Investment Strategy
The fund seeks to (i) maximize total return, consisting of dividend income and capital appreciation by tactically investing in a broad range of asset classes which may include equity, fixed income and inflation sensitive securities and cash; and (ii) provide shareholders with stable monthly distributions.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
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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
-5.34%
12.51%
3.09%
9.82%
-2.75%
5.67%
8.14%
13.17%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
0.17%
8.09%
0.85%
6.82%
-3.37%
1.58%
4.70%
6.41%
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9.33%
--
--
--
--
--
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12.31%
15.23%
-2.39%
13.52%
2.54%
11.39%
-5.77%
6.75%
13.59%
10.95%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 12.97%
Stock 51.22%
Bond 32.95%
Convertible 0.00%
Preferred 0.10%
Other 2.76%
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Basic Info

Investment Strategy
The fund seeks to (i) maximize total return, consisting of dividend income and capital appreciation by tactically investing in a broad range of asset classes which may include equity, fixed income and inflation sensitive securities and cash; and (ii) provide shareholders with stable monthly distributions.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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