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About DYNAMIC ACTIVE REAL ESTATE ETF UNITS
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Inception date
Jul 2, 2024
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
1832 Asset Management LP
The fund seeks long-term capital appreciation and income by providing exposure to companies from around the world that are tied to real estate assets. The fund mainly invests in securities with potential for increased value from the ownership, management, or investments in real estate, as well as those related to the real estate industry. The adviser constructs a portfolio based on fundamental analysis that assesses growth and value potential by evaluating the financial conditions, quality of management of each company, industry, and the overall economy. The fund may also invest in real estate related closed-end funds and REITs, as well as in cash and cash equivalents. As an actively managed fund, the fund manager has full discretion to make buy, sell, and hold decisions at any time.
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
Finance
Stocks92.88%
Finance87.58%
Health Services2.16%
Consumer Durables1.23%
Communications1.00%
Transportation0.51%
Consumer Services0.40%
Bonds, Cash & Other7.12%
Miscellaneous3.43%
UNIT2.90%
Cash0.79%
Stock breakdown by region
North America86.66%
Europe10.26%
Asia1.95%
Oceania1.13%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history