| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 11,515 | $197 | $197 | - | - |
| - Industry | - Sector | - CEO | BATS Exchange | 46090A200 CUSIP |
| United States Country | - Employees | 21 Jun 2023 Last Dividend | - Last Split | - IPO Date |
This company is an investment fund that strives to meet its investment objectives through a balanced investment strategy, emphasizing diversification. By allocating its assets across both fixed-income and equity securities through underlying Exchange-Traded Funds (ETFs), the fund aims to take advantage of the benefits associated with a diversified investment portfolio. This strategy is designed to cater to investors looking for a blend of income and growth potential in their investments by carefully balancing the asset allocation between Fixed Income ETFs and Equity ETFs.
The fund invests approximately 45%-75% of its total assets in ETFs that primarily focus on equity securities. By investing in Equity ETFs, the fund aims to provide investors with the growth potential associated with stock markets. This component of the fund's portfolio is designed to capture the upward mobility of the market, offering a chance for substantial returns over the long term.
Allocating about 25%-55% of its assets, the fund invests in Fixed Income ETFs that invest in fixed-income securities. This part of the investment strategy is focused on providing the fund with a stable income stream, contributing to the overall risk management by potentially reducing volatility. The emphasis on Fixed Income ETFs ensures that the fund maintains a balance between growth through equities and stability through fixed-income investments.