Key stats
About EVOLVE ENHANCED YIELD BOND FUND UNITS UNHEDGED CAD
Home page
Inception date
Feb 15, 2024
The fund seeks income and long-term capital appreciation, primarily investing in fixed income securities or ETFs from the United States and Canada. These securities may come from government and corporate issuers with credit ratings ranging from investment grade or high yield and within any maturity bracket. The portfolio holdings are selected based on factors such as AUM, liquidity, distribution yield, and management expense ratios. A covered call option strategy is employed to enhance yield, mitigate risk, and reduce volatility. The level of covered call option writing is based on market volatility and other factors, up to 100% of the fund's value.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.19%
Cash1.45%
Rights & Warrants−0.63%