ForAll Core & More U.S. Equity Index ETF - FORU
What does the ETF invest in?
ForAll Index ETF seeks to replicate, to the extent possible, the performance of the ForAll Core & More U.S. Equity Index, before fees and expenses. In doing so, the ForAll Index ETF may invest more than 10% of its net asset value in other alternative mutual funds. FORU will hedge any U.S. Dollar exposure back to the Canadian Dollar in accordance with the index. FORU may also obtain leverage by investing in other alternative mutual funds that seek to provide leveraged exposure to an underlying index or asset class. The Manager does not anticipate FORU having exposure of more than 100% of its net asset value.
Only pay for positive returns on the ETF
Why pay someone to lose your money? The ForAll Core & More U.S. Equity Index ETF (FORU) only charges a management fee when the fund makes money. That way you know that if markets are down, at least you’re not paying a management fee. This will help reduce your losses, and hopefully give you some peace of mind.
*And there is no fee payable to the manager until July 31st!
Who should invest
Investors looking for broad market U.S. equity exposure, with the potential of boosted returns and a defensive position from the rules based tactical component.
Investors with medium to high risk tolerance.
Investors who are sensitive to costs and do not want to pay a management fee when markets are down.
Investors looking to get ahead on retirement planning.
ETF Risk Rating
Low
Low to Medium
Medium
Medium to High
High