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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.16% -0.46% 4.555M 558.80
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.70% 47.35% 1.544M Upgrade

Basic Info

Investment Strategy
The fund seeks to replicate, to the extent possible and before fees and expenses, the performance of a responsible equity index that tracks the investment returns of publicly traded equity securities in Canada. Currently, the fund seeks to replicate Solactive Responsible Canadian Equity Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name 1832 Asset Management L.P
Prospectus Benchmark Index
Solactive Responsible Canadian Eq NR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.22 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
15.99%
2.06%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.18%
--
--
20.37%
6.76%
25.57%
-7.34%
3.44%
--
--
--
--
--
24.78%
-6.10%
12.66%
4.15%
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--
--
--
--
--
--
8.37%
--
--
--
--
--
--
8.91%
2.82%
As of May 03, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 9.25% Upgrade Upgrade
Stock 90.75% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to replicate, to the extent possible and before fees and expenses, the performance of a responsible equity index that tracks the investment returns of publicly traded equity securities in Canada. Currently, the fund seeks to replicate Solactive Responsible Canadian Equity Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name 1832 Asset Management L.P
Prospectus Benchmark Index
Solactive Responsible Canadian Eq NR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.22 yrs

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