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Hoovest Financial Inc. © Copyright 2023

Key facts

 

Hoovest Smart Indexing Fund

NAV as of Nov. 29, 2024

Performance

Hoovest Financial Inc. © Copyright 2023

Additional information

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Why HSI

Equity

CAD 17.97

52 WK: 17.97 - 15.46

1 Month NAV change as of Nov. 29, 20241

0.63 (+3.61%)

NAV total return as of Nov. 29, 20241

YTD: +13.85%

OverviewPerformanceKey factsFeesRisk indicatorExposure

Investment objective

Tactically weighted across various indices, sectors, and their constituents within the securities landscape while maintaining the core methodology of indexing.

The Hoovest Smart Indexing Fund will provide stock market exposure by investing in a portfolio of stocks in the U.S., Canada, and other global markets using constituents of major indices in an alternative weighting method alongside fixed income securities or ETFs to provide a balanced portfolio.

Trailing returns1

Growth of hypothetical $10,000 since fund inception1

Exposure

Hoovest Smart Indexing Mutual Fund

NAV as of Nov. 29, 2024

 Equity

CAD 17.97

52 WK: 17.97 - 15.46

1 Month NAV Change as of Nov. 29, 20241

0.63 (+3.61%)

NAV total return as of Nov. 29, 20241

YTD: +13.85%

 

Overview
Key facts
Fees
Risk indicator
Exposure
Performance

Why HSI

Investment objective

Tactically weighted across various indices, sectors, and their constituents within the securities landscape while maintaining the core methodology of indexing.

The Hoovest Smart Indexing Fund will provide stock market exposure by investing in a portfolio of stocks in the U.S., Canada, and other global markets using constituents of major indices in an alternative weighting method alongside fixed income securities or ETFs to provide a balanced portfolio.

Performance

Overview

Key facts

Exposure

Fees

Risk indicator

Trailing Returns1

Growth of Hypothetical $10,000 since fund inception1

Additional information

Reach out to get your questions answered and any additional literature you may need.

Let's talk

Yearly Returns1

Yearly returns1

Fees

Risk indicator

Based on total returns inclusive of distribution

Since February 2019

Since February 2019

Based on total returns inclusive of distribution.

Trailing returns (annualized)1

Trailing Returns (Annualized)1