Key stats
About EVOLVE FUTURE LEADERSHIP FD HEDGED ETF UNIT
Home page
Inception date
Sep 14, 2020
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Evolve Funds Group, Inc.
The fund broadly invests in stocks from around the world that are perceived as leaders in their sector and are expected to benefit from medium- and long-term economic trends. The portfolio manager determines leaders using quantitative techniques, fundamental analysis, and risk management. The portfolio is selected based on proprietary research and analysis. A variety of publicly available resources are used to select stocks that may include shareholder reports, public disclosures, and various other data services. Stocks could be removed if its model ranking declines significantly or its research reveals significant deterioration in fundamentals. The fund may also write covered call options of up to 33%. As an actively managed fund, the portfolio manager can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
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
Technology Services
Finance
Electronic Technology
Health Technology
ETF
Stocks90.20%
Technology Services29.31%
Finance22.32%
Electronic Technology11.82%
Health Technology10.94%
Commercial Services5.14%
Consumer Durables4.74%
Retail Trade2.87%
Consumer Services1.20%
Producer Manufacturing1.01%
Bonds, Cash & Other9.80%
ETF10.36%
Rights & Warrants0.38%
Cash−0.94%
Stock breakdown by region
North America89.13%
Asia7.87%
Europe3.00%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history