About Rocklinc Principled Equity ETF Trust Units
Home page
Inception date
Nov 13, 2025
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Rocklinc Investment Partners, Inc.
Identifiers
3
ISIN CA7737731066
The fund invests in 1525 large-cap companies using a value-driven buy-and-hold strategy. While primarily invested in global equities, it may also hold cash or invest in money market instruments. Investments may include derivatives such as options, futures, forwards, swaps, and debt-like instruments for hedging or portfolio-management efficiency. The strategy reflects the managers belief in owning high-quality businesses in durable growth industries at attractive valuations. It seeks to generate long-term wealth while maintaining low portfolio turnover for tax efficiency. The fund also considers ESG factors and may engage in securities lending.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows
Frequently Asked Questions
No, RKLC doesn't pay dividends to its holders.
RKLC shares are issued by Rocklinc Investment Partners, Inc. under the brand Rocklinc. The ETF was launched on Nov 13, 2025, and its management style is Active.
RKLC follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.