ForAll Core & More U.S. Equity Index
What it Does
The index dynamically allocates between underlying ETFs providing exposure to U.S. Equities, Commodities, moderate leverage and a volatility hedging instrument.
The index has a 19.6% annual return since inception, net of fees*.
*from 1/29/2016 to 2/28/2025
Why It’s Different
The index is designed to provide moderate leverage during most market conditions, then switch to a defensive position based on volatility and trend indicators.
It’s quantitative, strategic asset allocation.
It’s got significantly reduced fossil fuel exposure compared to the broad market.
Index Performance
All performance data up to March 31st, 2025ForAll Core & More U.S. Equity Index C$ (Net)
1 Month
-9.0%
3 Month
-9.3%
S&P 500 TR CAD Hedged
-5.8%
-4.6%
Compound Returns
Index Composition
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
-
QQU - BetaPro NASDAQ-100 2x Daily Bull ETF
-
CGL - iShares Gold Bullion ETF (CAD-Hedged)
6 Month
-6.2%
-2.6%
Annualized Returns (March 31st, 2025)
1 Year
6.8%
6.9%
3 Year
15.9%
7.8%
5 Year
19.8%
17.4%
7 Year
16.7%
11.9%
Inception
18.2%
13.1%
ForAll Core & More U.S. Equity Index
What it Does
The index dynamically allocates between underlying ETFs providing exposure to U.S. Equities, Commodities, moderate leverage and a hedging instrument.
The index has a 18.2% annual return since inception net of fees*.
*from 1/29/2016 to 3/31/2024
Why It’s Different
The index is designed to provide moderate leverage during most market conditions, then switch to a defensive position based on volatility and trend indicators.
It’s quantitative, strategic asset allocation
It is a 99% fossil fuel free portfolio.
Growth of $10K
| 1 Year Return | 6.8% |
| 3 Year Return | 15.9% |
| 5 Year Return | 19.8% |
| Inception | 18.2% |
Compound Returns
Index Composition
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
-
QQU - BetaPro NASDAQ-100 2x Daily Bull ETF
-
CGL - iShares Gold Bullion ETF (CAD-Hedged)
Risk Rating
Low to Medium
Low
Medium
Medium to High
High
The ForAll Core & More U.S. Equity Index (SOLFCMU) is calculated and administered by Solactive AG. (www.solactive.com) from 1/29/2016 to most recent month end. Index performance is for illustrative purposes and is not intended to reflect future returns. Investors can not invest directly in an index. The above chart illustrates the performance of a hypothetical investment of $10,000 in the S&P 500® TR CAD Hdge Index and the ForAll Core & More U.S. Equity Index (the “Underlying Index”) for the period from January 29, 2016 to most recent month end. This chart illustrates a historic generally positive relationship of the Underlying Index with the S&P 500® TR CAD Hdge Index. Please note that (i) this illustration of a hypothetical investment in the S&P 500® TR CAD Hdge Index and Underlying Index does not take into account commissions, fees and expenses that may be chargeable to an investor who seeks to invest in the constituent issuers of the S&P 500® or Underlying Index or an investment product that replicates the S&P 500® or Underlying Index. Source: Standard & Poor's and Bloomberg® between Jan 29,2016 and most recent month end. The chart refers to the total return series of S&P 500® and Underlying Index.