CI EUROPE HEDGED EQUITY INDEX ETF NON HEDGED UNITSCI EUROPE HEDGED EQUITY INDEX ETF NON HEDGED UNITSCI EUROPE HEDGED EQUITY INDEX ETF NON HEDGED UNITS

CI EUROPE HEDGED EQUITY INDEX ETF NON HEDGED UNITS

No trades
Buy EHE.B

Key stats


Assets under management (AUM)
‪3.71 M‬CAD
Fund flows (1Y)
‪−795.29 K‬CAD
Dividend yield (indicated)
3.84%
Discount/Premium to NAV
−0.7%

About CI EUROPE HEDGED EQUITY INDEX ETF NON HEDGED UNITS


Issuer
CI Financial Corp.
Brand
CI
Expense ratio
0.76%
Inception date
Aug 8, 2017
Index tracked
CI WisdomTree Europe Hedged to CAD Equity Index - CAD
Management style
Passive
The fund targets dividend-paying firms and comes with an export tilt. While the fund covers European companies specifically trading in Euro, it also screens for companies that generate at least half of their sales from exports outside the Eurozone. As a subset of WisdomTree International Equity Index, the underlying index excludes companies with potential higher risk by applying a composite risk factor screen based on financial quality metrics (identified by ROE & ROA trends, gross profits, and cash flows relative to assets). Momentum factors based on 6- and 12-month risk adjusted total returns are also considered. In addition, the index is dividend-weighted, with each individual security capped at 5%. Country and sector weights are capped at 20%. The index is rebalanced and reconstituted annually.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Fundamental
Weighting scheme
Dividends
Selection criteria
Fundamental
What's in the fund
Exposure type
StocksBonds, Cash & Other
Consumer Durables
Consumer Non-Durables
Finance
Producer Manufacturing
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.