Key stats
About DYNAMIC ACTIVE ENHANCED YIELD COVER UNITS
Expense ratio
0.74%
Home page
Inception date
Sep 7, 2022
The fund provides concentrated exposure to the North American equity market in targeting equity securities issued by large-cap firms. It actively selects constituents using fundamental analysis while integrating ESG factors. The funds adviser considers each companys financial condition, quality of management, competitiveness in its industry, and the overall economy in the selection process, while considering ESG-related factors including its direct or indirect impacts to climate change, labor standards, and governance policies and procedures. Put and/or call options are also written on the selected securities, with the utilization of proprietary options and volatility analysis, to generate income. During market downturns, the fund may invest a substantial amount in cash and cash equivalents to preserve the capital.
Classification
What's in the fund
Exposure type
Cash
Stock breakdown by region