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Higher, Persistent Annual IncomeMonthly distribution
targets at a 4% annual rate. 1
Downside Protection Through use of option strategy.
Reduced Volatility Increases the probability of meeting retirement goals.
The historical net asset value (NAV) chart above does not represent the performance of the ETF. It is shown to illustrate the daily movement of the NAV per Unit, which includes certain fees and expenses of the ETF but does not include reinvested distributions. Please note that the ETF’s Units trade on the TSX where investors will generally buy and sell the ETF’s Units at Market Price, which may be more or less than the value as the daily NAV. The NAV and the Market Price do not include any brokerage commissions or other trading fees incurred for buying or selling Units of the ETF.
Higher, Persistent Annual IncomeMonthly distribution
targets at a 6% annual rate. 1
Lower Volatility Through use of a covered call strategy.
Active Management That adjusts to prevailing market conditions and aims to maximizes tax efficient yield.
The historical net asset value (NAV) chart above does not represent the performance of the ETF. It is shown to illustrate the daily movement of the NAV per Unit, which includes certain fees and expenses of the ETF but does not include reinvested distributions. Please note that the ETF’s Units trade on the TSX where investors will generally buy and sell the ETF’s Units at Market Price, which may be more or less than the value as the daily NAV. The NAV and the Market Price do not include any brokerage commissions or other trading fees incurred for buying or selling Units of the ETF.
Quality & Growth Increases exposure to factors that have driven superior risk adjusted returns over the last 30 years. 2
Alpha Generation Uses big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification Added geographies help to improve overall portfolio diversification while maintaining defensiveness.
The historical net asset value (NAV) chart above does not represent the performance of the ETF. It is shown to illustrate the daily movement of the NAV per Unit, which includes certain fees and expenses of the ETF but does not include reinvested distributions. Please note that the ETF’s Units trade on the TSX where investors will generally buy and sell the ETF’s Units at Market Price, which may be more or less than the value as the daily NAV. The NAV and the Market Price do not include any brokerage commissions or other trading fees incurred for buying or selling Units of the ETF.
Quality & Growth Increases exposure to factors that have driven superior risk adjusted returns over the last 30 years. 2
Alpha Generation Uses big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification Added geographies help to improve overall portfolio diversification while maintaining defensiveness.
The historical net asset value (NAV) chart above does not represent the performance of the ETF. It is shown to illustrate the daily movement of the NAV per Unit, which includes certain fees and expenses of the ETF but does not include reinvested distributions. Please note that the ETF’s Units trade on the TSX where investors will generally buy and sell the ETF’s Units at Market Price, which may be more or less than the value as the daily NAV. The NAV and the Market Price do not include any brokerage commissions or other trading fees incurred for buying or selling Units of the ETF.
Quality & Growth Increases exposure to factors that have driven superior risk adjusted returns over the last 30 years. 2
Alpha Generation Uses big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification Added geographies and asset classes help to improve portfolio diversification while maintaining defensiveness.
The historical net asset value (NAV) chart above does not represent the performance of the ETF. It is shown to illustrate the daily movement of the NAV per Unit, which includes certain fees and expenses of the ETF but does not include reinvested distributions. Please note that the ETF’s Units trade on the TSX where investors will generally buy and sell the ETF’s Units at Market Price, which may be more or less than the value as the daily NAV. The NAV and the Market Price do not include any brokerage commissions or other trading fees incurred for buying or selling Units of the ETF.
1. As disclosed in the ETF's prospectus, the ETF intends to make monthly cash distributions based on a targeted annualized monthly distribution of 4% of the NAV per Unit at the end of the prior year. Distributions may consist of net income, dividends, net realized capital gains, and may also include return of capital.
2. Source: Bloomberg as at Dec 31, 2020. Based on the risk metrics of the MSCI Style Indices used to represent “Quality” and “Growth” factors are the MSCI World Quality Index and the MSCI World Growth Index, respectively. Last 30 Years based on monthly data versus the broader MSCI World Index. Note: The MSCI World Quality Index was launched on Dec 18, 2012 an the MSCI World Growth Index was launched on Dec 08, 1997. Data prior to the launch date is back-tested by MSCI (i.e. calculations of how the index might have performed over that time period had the index existed). There are frequently material differences between back-tested performance and actual results. Past performance -- whether actual or back-tested -- is no indication or guarantee of future performance.