FORSTRONG GLOBAL GROWTH ETF ETF UNITSFORSTRONG GLOBAL GROWTH ETF ETF UNITSFORSTRONG GLOBAL GROWTH ETF ETF UNITS

FORSTRONG GLOBAL GROWTH ETF ETF UNITS

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Key stats

Assets under management (AUM)
‪2.08 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
5.24%
Discount/Premium to NAV
−0.7%

About FORSTRONG GLOBAL GROWTH ETF ETF UNITS

Issuer
iA Financial Corp., Inc.
Brand
Forstrong
Home page
Inception date
Aug 10, 2023
Index tracked
No Underlying Index
Management style
Active
The fund-of-funds provides diversified, multi-asset exposure to global markets. It includes stocks, bonds, commodities, and currencies from around the world. The fund may invest directly or indirectly through underlying ETFs that are listed on North American stock exchanges. The portfolio is constructed using an active, top-down multi-asset approach that aims to provide stability through various investment climates with an emphasis on risk management. To determine an optimal asset allocation, the fund combines long-term global macro outlook, medium-term cyclical fundamentals, and short-term tactical positioning. This global asset mix approach consists of qualitative and quantitative factors across different time horizons that are scored and weighted in accordance with an estimation of their relative influence on future asset class returns. The fund may allocate up to 100% of its net assets in foreign securities and may invest in cash or cash equivalents.

Classification

Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF90.80%
Mutual fund8.90%
Cash0.30%