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Tactical Growth Fund Monthly Allocations.pdf

North-Square-Tactical-Growth-Fund-Monthly-Allocations-As-of-31-October-2023.pdf
Preview of Tactical Growth Fund Monthly Allocations
🔗 Source: northsquareinvest.com
📊 Size: 84 KB
📄 Pages: 1 page
⬇️ Downloads: 49

Summary

The North Square Tactical Growth Fund involves various risks, including management, market, sector, equity, and currency risks, among others. The Fund's investment objectives, risks, charges, and expenses are detailed in its prospectus. As of October 31, 2023, the Fund's portfolio holdings include 15.06% in Vanguard Value ETF, 12.79% in Invesco QQQ Trust Series 1, and 48.48% in cash. The Fund is conservatively invested, with 51.5% equity exposure, and its target cash allocation is 2%. The portfolio management team, led by Paul Frank, will continue to monitor holdings and asset classes to find suitable investments for excess cash.

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Description

The North Square Tactical Growth Fund involves various risks, including management, market, sector, equity, and currency risks, among others.

Technical Information

  • File Format: PDF
  • File Size: 84 KB
  • Pages: 1
  • Language: EN
  • Total Downloads: 49
  • Last Updated: 1 week ago

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