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Hold an equally weighted portfolio of 20 large-cap global technology leaders while using active covered calls to generate monthly income and retain capital-appreciation potential. Benchmark/portfolio approach: Active, equally weighted portfolio construction; not a passive benchmark-tracking mandate. This distinction matters because the return path can …

Seek enhanced yield and capital growth through active equity selection combined with covered calls and written puts, with risk management embedded in the portfolio process. Benchmark/portfolio approach: Actively managed and unconstrained by the need to replicate a benchmark. This distinction matters because the return …

Provide stable income through a conservatively managed portfolio of global investment-grade bonds, supported by active credit selection and broad opportunity across fixed-income markets. Benchmark/portfolio approach: Actively managed global fixed income rather than a strict index-replication strategy. This distinction matters because the return path can …

The fund has about CAD 6.2 billion in AUM, giving it meaningful scale within its category. Its latest NAV is about CAD 45.6 in late September 2026. On performance, about 27.0% YTD NAV total return as of late September 2026. The current income reference …

The fund has about CAD 5.9 billion in AUM, giving it meaningful scale within its category. Its latest NAV is about CAD 39.9 in late September 2026. On performance, about 9.2% YTD and about 15.0% over one year through August 2026. The current income …

The fund has about CAD 4.6 billion in AUM, giving it meaningful scale within its category. Its latest NAV is about CAD 26.46 at the end of September 2026. On performance, about 1.1% YTD on the latest September data, with a modestly positive one-year …

• Approximate AUM is more than CAD 1 billion across the strategy and its unit classes, with assets varying by share class, while the indicative income profile is about 6% based on the latest available late-September 2026 data.