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About FORSTRONG GLOBAL BALANCED ETF UNITS
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Inception date
Sep 10, 2024
The fund is actively managed and utilizes a top-down multi-asset approach to achieve optimal asset allocation. It blends long-term global macro trends with short-term cyclical outlooks to target stability across investment climates. The fund focuses on risk management and is tailored for investors with low-to-medium risk tolerance seeking long-term capital growth. It provides exposure to a diversified mix of global securities. Its primary investments are in ETFs listed on North American exchanges, with the potential to invest in securities of these funds, foreign securities, and cash or cash equivalents. The asset mix includes equity (45-100%), fixed income (25-65%), and cash (0-25%). The fund also employs derivatives for hedging and non-hedging purposes and may also invest in commodities and currencies.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history