PHW:CA:TSX-Purpose International Tactical Hedged Equity Fund (CAD)

ETF | | Toronto Stock Exchange

Last Closing

CAD 18.78

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

3.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to provide shareholders with (i) consistent long-term capital appreciation with an attractive risk-adjusted rate of return investing in a portfolio of international listed equities; and (ii) provide less volatility and low correlation to international equity markets by hedging the fund?s exposure to overall market risk.

Inception Date: 22/04/2015

Primary Benchmark: ---

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.96 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-10 )

Largest Industry Peers for

Symbol Name Mer Price(Change) Market Cap
TD-PFB:CA Toronto Dominion Bank Pref B 0.00 %

N/A

CAD 195.27B
TD-PFD:CA Toronto Dominion Bank Pref D 0.00 %

-0.01 (-0.04%)

CAD 162.58B
TD-PFI:CA Toronto-Dominion Bank Pref Ser.. 0.00 %

-0.04 (-0.16%)

CAD 160.00B
TD-PFM:CA Toronto-Dominion Bank Pref Ser.. 0.00 %

+0.01 (+0.04%)

CAD 141.82B
ENB-PFV:CA Enbridge Inc Pref 5 0.00 %

N/A

CAD 110.53B
ENB-PFA:CA Enbridge Inc Pref 9 0.00 %

-0.09 (-0.50%)

CAD 110.16B
ENB-PFC:CA Enbridge Inc Pref 11 0.00 %

-0.13 (-0.74%)

CAD 105.69B
ENB-PFG:CA Enbridge Inc Pref 15 0.00 %

-0.07 (-0.41%)

CAD 100.38B
ENB-PFU:CA Enbridge Inc Pref L 0.00 %

+0.03 (+0.14%)

CAD 81.88B
PPL-PFA:CA Pembina Pipeline Corp Pref Ser.. 0.00 %

+0.39 (+1.72%)

CAD 9.28B

ETFs Containing PHW:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification () Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.92% N/A N/A 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.92% N/A N/A 43% F
Trailing 12 Months  
Capital Gain 3.47% N/A N/A 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% N/A N/A 38% F
Trailing 5 Years  
Capital Gain -0.95% N/A N/A 39% F
Dividend Return 2.11% N/A N/A 10% F
Total Return 1.16% N/A N/A 30% F
Average Annual (5 Year Horizon)  
Capital Gain 0.10% N/A N/A 42% F
Dividend Return 0.55% N/A N/A 37% F
Total Return 0.45% N/A N/A 26% F
Risk Return Profile  
Volatility (Standard Deviation) 8.93% N/A N/A 72% C
Risk Adjusted Return 6.10% N/A N/A 37% F
Market Capitalization 0.02B N/A N/A 5% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike