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

ETF | | Toronto Stock Exchange

Last Closing

CAD 19.35

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

N/A

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: 2024-07-07 )

Largest Industry Peers for

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

+0.14 (+0.58%)

CAD 169.00B
TD-PFI:CA Toronto-Dominion Bank Pref Ser.. 0.00 %

+0.03 (+0.12%)

CAD 163.35B
ENB-PFV:CA Enbridge Inc Pref 5 0.00 %

-0.25 (-1.04%)

CAD 121.15B
ENB-PFA:CA Enbridge Inc Pref 9 0.00 %

+0.07 (+0.37%)

CAD 114.18B
ENB-PFC:CA Enbridge Inc Pref 11 0.00 %

+0.10 (+0.55%)

CAD 109.72B
ENB-PFG:CA Enbridge Inc Pref 15 0.00 %

+0.15 (+0.84%)

CAD 105.77B
ENB-PFU:CA Enbridge Inc Pref L 0.00 %

+0.20 (+0.90%)

CAD 87.65B
PPL-PFA:CA Pembina Pipeline Corp Pref Ser.. 0.00 %

-0.14 (-0.59%)

CAD 9.59B
EIT-UN:CA Canoe EIT Income Fund 0.00 %

+0.11 (+0.75%)

CAD 2.61B
EVT:CA Economic Investment Trust Ltd 0.00 %

N/A

CAD 0.90B

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 8.10% N/A N/A 60% D-
Dividend Return 0.84% N/A N/A 30% F
Total Return 8.94% N/A N/A 59% D-
Trailing 12 Months  
Capital Gain 6.61% N/A N/A 49% F
Dividend Return 0.83% N/A N/A 20% F
Total Return 7.44% N/A N/A 42% F
Trailing 5 Years  
Capital Gain 2.98% N/A N/A 43% F
Dividend Return 2.39% N/A N/A 10% F
Total Return 5.38% N/A N/A 36% F
Average Annual (5 Year Horizon)  
Capital Gain 0.80% N/A N/A 44% F
Dividend Return 1.24% N/A N/A 39% F
Total Return 0.44% N/A N/A 29% F
Risk Return Profile  
Volatility (Standard Deviation) 8.57% N/A N/A 74% C
Risk Adjusted Return 14.47% N/A N/A 41% F
Market Capitalization 0.02B N/A N/A 4% 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