Key stats
About EVOLVE FUTURE LEADERSHIP FD UNHEDGED ETF UNIT
Expense ratio
1.08%
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Inception date
Sep 14, 2020
The fund broadly invests in stocks from around the world that are perceived as leaders in their sector and are expected to benefit from medium- and long-term economic trends. The portfolio manager determines leaders using quantitative techniques, fundamental analysis, and risk management. The portfolio is selected based on proprietary research and analysis. A variety of publicly available resources are used to select stocks that may include shareholder reports, public disclosures, and various other data services. Stocks could be removed if its model ranking declines significantly or its research reveals significant deterioration in fundamentals. The fund may also write covered call options of up to 33%. As an actively managed fund, the portfolio manager can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Electronic Technology
Stock breakdown by region