Key stats
About GUARDIAN CDN SECTOR CONTRLD EQTY FD UNIT ETF
Expense ratio
0.73%
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Inception date
Mar 30, 2021
The fund is actively managed to achieve long-term capital growth and steady dividend income by building a balanced portfolio of Canadian equities. It veers away from the imbalanced sector weights of its benchmark, the S&P/TSX Capped Composite Index, which is often used as a gauge for the Canadian equity market. GCSC reduces exposure to resource-dependent sectors such as Energy and Materials, which in turn, also reduces volatility due to the cyclical nature of these sectors. To mitigate downside risk, the fund aims to invest in companies that potentially gives higher market returns while having lower market risk. The fund manager uses a fundamental strategy to evaluate a companys financial condition and management and other relevant industry and economic factors. While the fund is Canadian-focused, it may allocate up to 10% of its portfolio in foreign companies that are TSX-listed or have significant business operations in Canada.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region