Description

This actively managed fund is primarily structured to reduce market fluctuations, or volatility, while also striving for regular monthly income payouts and long-term asset growth. It invests in a diverse collection of large North American companies, without restriction to specific sectors or industries. The process of selecting investments involves first identifying companies that meet certain market capitalization criteria. These qualifying companies then undergo a detailed, proprietary analysis that integrates both numerical data and core business fundamentals. The goal of this in-depth assessment is to build a portfolio that exhibits less volatility than the broader U.S. or Canadian stock markets. Additionally, the fund manager strategically writes call options as needed to generate extra returns. For investors holding Canadian dollars, the fund includes a currency hedging feature.