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ETF Factsheet

ETF Facts (Regulatory)

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Annual Management Report of  Fund Performance

Interim Financial Statements

Interim Management Report of Fund Performance

Independent Review Committee Annual Report

Quarterly Portfolio Disclosure

(March 31,2019)

Distributions 

Proxy Voting Records 

US SEC Form ADV Part 1

US SEC Form ADV Part 2

NEWS AND INSIGHTS

Report to Investors 3rd Quarter 2024

Performance Summary During the quarter, both the US Equity and Canadian Equity Strategies outperformed their respective benchmarks and continue to outpace the indices in terms [...]

Threshold Rebalancing Process: Stella-Jones Case Study

We are dedicated to identifying high-quality businesses with high prospective dividend growth. We aim to build resilient portfolios, which can withstand market volatility and deliver [...]

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