Forstrong Global Strategist Income Fund

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

Investment Goal

The Fund’s objective is to provide income combined with modest long-term capital appreciation primarily through diversified investments in income-oriented ETFs of multiple global asset classes.

Key Reasons to Invest
  • Income-oriented strategy designed to complement traditional portfolios. Invests across a broad universe of under-represented global asset classes and regions, including hard assets, global real estate and currency

  • Macro asset allocation strategy utilizes long-term analysis of global super trends in the pursuit of returns and risk management. Can complement strategies that seek returns from bottom-up security selection

  • Active asset allocation seeks to buy risk when it’s cheap and sell risk when it’s expensive

  • ETFs are actively utilized to efficiently execute strategies

Portfolio Managers

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Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
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Distribution frequency:

Capital Gains
Return of Capital
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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
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        Key Documents