Key stats
About EVOLVE CANADIAN AGGREGATE BOND ENHA UNHEDGED ETF UNITS
Home page
Inception date
Sep 25, 2024
The fund aims to deliver monthly income and capital appreciation by investing in Canadian fixed income ETFs or securities. Investments to fixed income could be of any maturity or credit quality. The fund considers various factors for selection, including AUM and liquidity of ETFs, as well as the availability and liquidity of options, distribution yield, and management expense ratio. In addition, the fund enhances yield, mitigates risk, and reduces volatility through an active covered call option writing program. The level of covered call option writing may vary based on market volatility and other factors. As an actively managed ETF, the fund manager has discretion to adjust the portfolio at any time. Covered call options can go up to 100% of the protfolios value at any given time.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.51%
Cash0.59%
Rights & Warrants−0.11%
Top 10 holdings
Dividends
Dividend payout history