Mutual Funds & ETFs

The investment objective incorporates environmental characteristics within a developed markets real estate portfolio. Green certification and energy efficiency are considered relative to the parent index. The benchmark also appliesBusinessinvolvement screens covering controversial weapons, oil sands extraction, small arms, thermal coal and tobacco. Some exclusions …

The fund seeks total return through fundamental research into healthcare businesses. Its mandate focuses on innovation and emerging companies, allowing portfolio selection to follow an active process. The investment objective is framed around healthcare developments rather than replication of a namedEquityindex. The portfolio count …

The target date structure combines underlyingEquityand bond funds within one actively managed allocation. The stated approach shifts from growth towardsCapitalpreservation as the retirement date approaches. The year 2070 refers to the intended retirement or withdrawal timeline. The six reported holdings are underlying portfolio positions, …

The fund follows a municipal bond index organised around a specifiedMaturityyear. Its objective includes seeking tax exempt income through investment grade municipal securities. The callable adjusted benchmark incorporates the year 2034 in its construction. This defined year is separate from the weighted average maturity …

The portfolio follows a value oriented emerging marketsEquityindex. Its selection objective concerns companies identified by the benchmark as potentially undervalued, without assigning a price target to the fund or any holding. The approach is implemented across large and mid sized businesses. The mandate identifies …

The fund defines its equity universe by the location of company headquarters. Its stated objective is to follow a Texas equity index, rather than a portfolio limited to one industry. Headquarters based eligibility identifies the companies included in the investment approach; it does not …

The investment objective combinesCorporate Bondincome exposure with a defined calendar maturity year. The fund follows a term high yield and income index rather than an unrestricted bond universe. Its portfolio statistics describe the maturity and coupon characteristics of the underlying securities. The year in …