| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 4,782 | $66 | $66 | - | - |
| - Industry | - Sector | - CEO | BATS Exchange | 46090A309 CUSIP |
| United States Country | - Employees | 21 Jun 2023 Last Dividend | - Last Split | - IPO Date |
The fund aims to achieve its investment goals by employing a conservative investment strategy that prioritizes diversification benefits. By allocating a substantial portion of its assets towards Fixed Income ETFs while still granting some exposure to Equity ETFs, the fund is designed for investors seeking a balanced risk-return profile. This approach is aimed at maximizing returns while mitigating risk through a diversified investment portfolio. The fund's investment allocation is specifically targeted, with about 5%-35% of its total assets dedicated to Equity ETFs and approximately 65%-95% of its total assets invested in Fixed Income ETFs.
The fund allocates a significant majority, specifically 65%-95%, of its assets to Fixed Income ETFs. This investment is designed for individuals looking for stable returns with lower risk compared to equities. Fixed Income ETFs include a range of debt securities which might vary from government bonds, municipal bonds, to corporate bonds, offering income through interest payments along with potential for capital appreciation.
A smaller portion of the fund, about 5%-35%, is dedicated to Equity ETFs. This allows investors to have exposure to the stock market and the potential for higher returns. Equity ETFs invest in a variety of stocks, ranging from segments like large-cap, mid-cap to small-cap stocks, or they might focus on specific sectors. This diversified exposure to the equities market enables the fund to capture growth while spreading out risk.