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Purpose Tactical Hedged Equity

PHE
Current price
35.65 CAD -0.34 CAD (-0.94%)
ISIN CA74639Y2087
Category Alternative Equity Focused
Exchange Toronto Exchange
Capitalization 4 045 016 CAD
Yield for 12 month +19.91 %
1Y
3Y
5Y
10Y
15Y
PHE
21.11.2021 - 28.11.2021

Purpose Tactical Hedged Equity, a constituent of the ETF, is listed on the Toronto Exchange. Its market capitalization stands at 4 045 016 CAD. Over the past year, it has generated a yield of +19.91 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For further metrics, refer to www.purposeinvest.com. For an in-depth analysis get premium access.

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Analytics

Total Assets

4 045 016 CAD

Net Expense Ratio

Annual Holdings Turnover

108.25 %

Asset HoldingPHE

Cash

Long 95.42%
Short 93.89%
Net Assets 1.53%

The US stocks

Long -
Short -
Net Assets -

Stocks ex-US

Long -
Short -
Net Assets -

Bonds

Long -
Short -
Net Assets -

Other

Long -
Short -
Net Assets -

Efficiency PHE

1y Volatility 8.85%
Returns YTD 12.08%
3y Volatility 11.61%
Returns 1Y 20.82%
3y ExpReturn 5.62%
Returns 3Y 4.50%
3y SharpRatio 0.18%
Returns 5Y 7.14%
Returns 10Y 4.81%

Dividend Analytics PHE

Dividend growth over 5 years

Continuous growth

Dividend History PHE

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators PHE

For 52 weeks

41.53 CAD 50.55 CAD
50 Day MA 49.36 CAD
200 Day MA 47.61 CAD