FORSTRONG GLOBAL GROWTH ETF UNITSFORSTRONG GLOBAL GROWTH ETF UNITSFORSTRONG GLOBAL GROWTH ETF UNITS

FORSTRONG GLOBAL GROWTH ETF UNITS

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Key stats


Assets under management (AUM)
‪2.27 M‬CAD
Fund flows (1Y)
‪971.76 K‬CAD
Dividend yield (indicated)
5.86%
Discount/Premium to NAV
0.3%
Shares outstanding
‪100.00 K‬
Expense ratio
2.02%

About FORSTRONG GLOBAL GROWTH ETF UNITS


Issuer
iA Financial Corp., Inc.
Brand
Forstrong
Home page
Inception date
Jul 20, 2023
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
A446931 - 80% MSCI All Country World Index - 15% Bloomberg Global Aggregate Bond Index - 5% FTSE Canada 91-Day Treasury Bill Index
Management style
Active
Tax on distributions
Qualified dividends
The fund-of-funds provides diversified, multi-asset exposure to global markets. It includes stocks, bonds, commodities, and currencies from around the world. The fund may invest directly or indirectly through underlying ETFs that are listed on North American stock exchanges. The portfolio is constructed using an active, top-down multi-asset approach that aims to provide stability through various investment climates with an emphasis on risk management. To determine an optimal asset allocation, the fund combines long-term global macro outlook, medium-term cyclical fundamentals, and short-term tactical positioning. This global asset mix approach consists of qualitative and quantitative factors across different time horizons that are scored and weighted in accordance with an estimation of their relative influence on future asset class returns. The fund may allocate up to 100% of its net assets in foreign securities and may invest in cash or cash equivalents.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Mutual fund
Bonds, Cash & Other100.00%
ETF73.84%
Mutual fund24.22%
Cash1.94%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
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Neutral
SellBuy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.