FORSTRONG GLOBAL BALANCED ETF UNITSFORSTRONG GLOBAL BALANCED ETF UNITSFORSTRONG GLOBAL BALANCED ETF UNITS

FORSTRONG GLOBAL BALANCED ETF UNITS

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Key stats


Assets under management (AUM)
‪1.04 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
0.47%
Discount/Premium to NAV
−0.2%

About FORSTRONG GLOBAL BALANCED ETF UNITS


Issuer
iA Financial Corp., Inc.
Brand
Forstrong
Home page
Inception date
Sep 10, 2024
Index tracked
No Underlying Index
Management style
Active
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


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows