Key stats
About LYSANDER-SLATER PFD SH ACTIVETF TRUST UNIT ETF
Expense ratio
1.29%
Home page
Inception date
Aug 10, 2015
ISIN
CA5523741000
The fund is an actively managed fund that seeks to invest primarily in Canadian-listed preferred shares. The advisor aims to select preferred shares at attractive valuations using a combination of fundamental and credit research. The funds active strategy allows it to hold up to 10% of its assets at the time of investment in other income-generating securities. In certain cases, the advisor may invest a limited portion of the fund in ETFs, shares denominated in USD, and derivatives, to meet investment objectives and hedge against certain risks. The fund does not aim for a specific maturity when it comes to its constituents.
Classification
What's in the fund
Exposure type
Finance
Industrial Services
Utilities
Stocks92.50%
Finance52.85%
Industrial Services17.31%
Utilities16.31%
Energy Minerals2.94%
Communications2.57%
Technology Services0.52%
Bonds, Cash & Other7.50%
Corporate6.06%
ETF1.43%
Cash0.00%