Evolve Canadian Utilities Enhanced Yield Index Fund (UTES.TO)

ETF profile

Evolve Canadian Utilities Enhanced Yield Index Fund (UTES.TO)

Country: CanadaSector: Financial ServicesIndustry: Asset Management - IncomeExchange: TSX

Company overview

The Evolve Canadian Utilities Enhanced Yield Index Fund (Evolve Fund) is established with the goal of providing magnified returns, specifically targeting up to 1.25 times the performance of the Solactive Canada Utility Index (or any subsequent benchmark), prior to accounting for fees and expenses. A core part of its mission is also to safeguard against significant market declines. To achieve these objectives, the fund predominantly allocates its capital to the equity securities that comprise the aforementioned index. Additionally, the Fund's Manager possesses the discretion to employ a covered call option writing strategy. This strategy serves multiple purposes: to boost income, reduce overall risk exposure, and dampen market fluctuations. The intensity of this covered call program will be adjusted dynamically, taking into account factors such as prevailing market volatility and other relevant conditions.

WebsiteN/A
SectorFinancial Services
IndustryAsset Management - Income
CountryCanada
Trades inCAD
Current price
8.54-0.58%
Benchmarks

No price history available.

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

Evolve Canadian Utilities Enhanced Yield Index Fund (UTES.TO)

UTES.TO · TSX · Financial Services
8.54-0.58%
Sign up to track this stock

No price history available.

About

The Evolve Canadian Utilities Enhanced Yield Index Fund (Evolve Fund) is established with the goal of providing magnified returns, specifically targeting up to 1.25 times the performance of the Solactive Canada Utility Index (or any subsequent benchmark), prior to accounting for fees and expenses. A core part of its mission is also to safeguard against significant market declines. To achieve these objectives, the fund predominantly allocates its capital to the equity securities that comprise the aforementioned index. Additionally, the Fund's Manager possesses the discretion to employ a covered call option writing strategy. This strategy serves multiple purposes: to boost income, reduce overall risk exposure, and dampen market fluctuations. The intensity of this covered call program will be adjusted dynamically, taking into account factors such as prevailing market volatility and other relevant conditions.

SectorFinancial Services
IndustryAsset Management - Income
CountryCanada
Trades inCAD

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

Unlock all fundamental data

Sign up for Free

Unlock all fundamental data

Sign up for Free