Funds Management

Generate attractive monthly income while retaining exposure to primarily large-cap U.S. technology leaders, using an actively managed covered-call overlay without leverage. Benchmark/portfolio approach: Actively managed; it is not designed to replicate a conventional passive index. This distinction matters because the return path can differ …

Key HighlightsFund: Global X Equal Weight Canadian Telecommunications Index ETF (TSX:RING)Approximate AUM: about CAD 798 million in the late-September 2026 official snapshotApproximate NAV: about CAD 15.03 in the latest retrieved official snapshotApproximate NAV total return: performance remains closely tied to the Canadian telecom basket; …

Key HighlightsTSX:ZAG tracks the FTSE Canada Universe Bond Index, holding more than 1,500 investment-grade Canadian bonds.Approximate AUM sits in the C$10–12 billion range, making it one of Canada's largest bond ETFs.Canada's 10-year yield touched about 4% on September 24, the highest since late 2023, …

Key HighlightsTSX:XEF delivers broad developed-market exposure across Europe, Australasia and the Far East, excluding North America, through roughly 2,500+ large, mid and small cap stocks.Approximate assets under management sit in the C$13–15 billion range, placing it among the largest international equity ETFs listed in …

Key HighlightsTSX:VIU provides exposure to roughly 3,500+ stocks across developed markets outside the US and Canada, including South Korea.Approximate AUM is in the C$9–11 billion range, reflecting strong appetite for international diversification.Japan's market was up about 30% year to date in early September, making …

Key HighlightsTSX:XBB was the top fixed income ETF for inflows in August, gathering roughly C$630 million, and added around C$345 million more in the first week of September.Approximate AUM is in the C$11–13 billion range after a record year of gathering assets.Canada's 10-year yield …

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 …