Key stats
About JPMORGAN NASDAQ EQUITY PREMIUM INCO CAD UNITS
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Inception date
Sep 27, 2024
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Qualified dividends
Primary advisor
JPMorgan Asset Management (Canada) Inc.
The Fund actively manages a portfolio primarily invested in Equity Securities of companies in the Nasdaq-100 Index to seek current income and capital appreciation while aiming for lower volatility. It engages in selling call options on the Nasdaq-100 Index or Nasdaq-100 ETFs to generate income. The portfolio includes common stocks and may also invest in preferred stock, convertible securities, partnership interests, and securities from IPOs. The Fund may use futures, ETFs, index options, and derivatives for liquidity, risk management, and return enhancement. A fundamental, data-driven investment approach informs security selection, assessing ESG factors within the risk evaluation process. The Fund may employ active and frequent trading, leading to high portfolio turnover based on market conditions. These strategies aim to capture most returns associated with the Nasdaq-100 Index while providing monthly distributions at a stable level.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region
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