Guardian Directed Premium Yield Portfolio Hedge ETF Units (GDPY.TO)
ETF overview
This actively managed portfolio primarily targets mid- to large-sized companies across 23 developed nations. Utilizing a fundamental, bottom-up methodology, it selects 20 to 40 firms that exhibit consistent earnings growth. While the portfolio maintains global diversification, it allocates a significant portion, at least 50% of its assets, to US equities. Derivatives are employed to manage potential downside risks and achieve indirect market exposure. The fund plans to issue monthly distributions, if available, aiming for an annualized rate equivalent to 6% of the prior year-end Net Asset Value per unit.
Fund facts
- Expense ratio
- 1.03%
- Fund assets
- 97.36M USD (all share classes)
- Issuer
- Guardian Capital
- Inception date
- Aug 14, 2020
Breakdown
Historical returns do not guarantee future returns. This is not investment advice.
Guardian Directed Premium Yield Portfolio Hedge ETF Units (GDPY.TO)
- Expense ratio
- 1.03%
- Fund assets
- 97.36M USD (all share classes)
- Issuer
- Guardian Capital
- Inception date
- Aug 14, 2020
This actively managed portfolio primarily targets mid- to large-sized companies across 23 developed nations. Utilizing a fundamental, bottom-up methodology, it selects 20 to 40 firms that exhibit consistent earnings growth. While the portfolio maintains global diversification, it allocates a significant portion, at least 50% of its assets, to US equities. Derivatives are employed to manage potential downside risks and achieve indirect market exposure. The fund plans to issue monthly distributions, if available, aiming for an annualized rate equivalent to 6% of the prior year-end Net Asset Value per unit.
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