| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 284,533 | $5.09M | $5.49M | $397,245.09 | 7.8% |
| SB Scott Boyce Decker Retirement Planning Inc. | 543 | $9,554 | $10,474.47 | $920.47 | 9.63% |
| ARCA Exchange | US Country |
The fund is a financial vehicle designed for investors looking to gain exposure to the Asia Pacific region's equity market. By allocating at least 80% of its net assets in dividend-producing equity securities, the fund focuses on generating returns through investments in companies that are economically linked to various countries within the Asia Pacific area. These countries may range from developed markets to emerging markets, providing a wide spectrum of investment opportunities. The fund's strategy includes diversification by investing in companies from at least four different countries within the region, thus aiming to reduce risk and capitalize on the growth potential of different economies.
This core product of the fund involves investing in shares of companies that pay dividends and are publicly traded on stock exchanges. By focusing on dividend-producing equities, the fund seeks to provide investors with a steady income stream in addition to the potential for capital gains. This approach is suitable for investors aiming for both income and growth from their investments in the Asia Pacific markets.
The fund's strategy of diversifying investments across at least four different countries within the Asia Pacific region aims to reduce country-specific risk while taking advantage of the growth potential across the area. Countries of focus may include but are not limited to Australia, China, Hong Kong, Singapore, and Taiwan. This geographic diversification helps investors spread their risks and gain exposure to a mix of developed and emerging markets within the Asia Pacific.