Key stats
About FORSTRONG GLOBAL GROWTH ETF UNITS
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Inception date
Jul 20, 2023
Structure
Canadian Mutual Fund Trust (ON)
A446931 - 80% MSCI All Country World Index - 15% Bloomberg Global Aggregate Bond Index - 5% FTSE Canada 91-Day Treasury Bill Index
Tax on distributions
Qualified dividends
Primary advisor
Forstrong Global Asset Management Inc.
The fund-of-funds provides diversified, multi-asset exposure to global markets. It includes stocks, bonds, commodities, and currencies from around the world. The fund may invest directly or indirectly through underlying ETFs that are listed on North American stock exchanges. The portfolio is constructed using an active, top-down multi-asset approach that aims to provide stability through various investment climates with an emphasis on risk management. To determine an optimal asset allocation, the fund combines long-term global macro outlook, medium-term cyclical fundamentals, and short-term tactical positioning. This global asset mix approach consists of qualitative and quantitative factors across different time horizons that are scored and weighted in accordance with an estimation of their relative influence on future asset class returns. The fund may allocate up to 100% of its net assets in foreign securities and may invest in cash or cash equivalents.
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
Mutual fund
Bonds, Cash & Other100.00%
ETF73.84%
Mutual fund24.22%
Cash1.94%
Top 10 holdings
Dividends
Dividend payout history