Key stats
About EVOLVE ACTIVE CANADIAN PFD SHS FD UNHEDGED UNITS
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Inception date
Sep 29, 2017
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Ordinary income
Primary advisor
Evolve Funds Group, Inc.
This is an actively managed fund that invests primarily in preferred shares of Canadian issuers, with some US and international issuers. Only up to 30% of the funds holdings can be invested in non-Canadian issuers. Using its active strategy, the fund adviser purchases and sells each security at his discretion, utilizing a multi-strategy approach, including sector allocation and interest rate anticipation in the context of a long-term, value-oriented approach. The advisor will typically invest in 20 to 75 securities, and the individual weighting for each investment will vary based on the advisors assessment of quality. The fund does not specify a maturity for its holdings.
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
Corporate
Bonds, Cash & Other100.00%
Corporate89.28%
Cash9.65%
Miscellaneous1.07%
Top 10 holdings
Dividends
Dividend payout history