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About EVOLVE ENHANCED YIELD BOND FUND UNIT HEDGED CAD
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Inception date
Oct 3, 2023
The fund seeks income and long-term capital appreciation, primarily investing in fixed income securities or ETFs from the United States and Canada. These securities may come from government and corporate issuers with credit ratings ranging from investment grade or high yield and within any maturity bracket. The portfolio holdings are selected based on factors such as AUM, liquidity, distribution yield, and management expense ratios. A covered call option strategy is employed to enhance yield, mitigate risk, and reduce volatility. The level of covered call option writing is based on market volatility and other factors, up to 100% of the fund's value.
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
Bonds, Cash & Other100.00%
ETF99.19%
Cash1.37%
Rights & Warrants−0.56%
Top 10 holdings
Dividends
Dividend payout history