Key stats
About EVOLVE ENHANCED YIELD MID TERM BOND UNITS HEDGED ETF
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Inception date
Mar 26, 2025
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Evolve Funds Group, Inc.
The fund seeks monthly income and long-term capital appreciation, primarily investing in fixed income securities or ETFs from the United States and Canada. The portfolio includes intermediate-term debt obligations issued by governments and corporations with credit ratings ranging from investment grade to high yield. 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. Such covered call options, which are generally at a strike price that is out-of-the-money, will be written on up to 100% of the funds value based on the fund managers assessment of market volatility and other factors. The fund is actively managed.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF93.74%
Cash5.63%
Futures0.62%