Marijuana Opportunities Fund

  • ETF
  • A
  • F

MANAGEMENT FEE

SERIES

FUNDSERV CODE

TICKER

THOMSON ONE TICKER

DISTRIBUTION YIELD

DISTRIBUTION FREQUENCY

  • OVERVIEW
  • DISTRIBUTIONS
  • FUND DOCUMENTS

The Approach

An active, hands-on approach to Canadian and global marijuana companies, applying extensive bottom-up fundamental analysis with a focus on growth and relative valuation to provide the opportunity for capital appreciation.

Why This Fund Is Relevant

  • The cannabis market is growing quickly, and companies with a stake in the industry have the potential to become successful, mainstream businesses. However, not every company will win, and given the lack of institutional investors at this point in time, volatility is very high. This makes active, selective management preferable to passive index funds.
  • Marijuana Opportunities Fund uses a bottom-up, fundamental approach to invest in cannabis and cannabis-related companies in Canada and around the world with the best potential for growth.
  • The result: A tactical, actively managed portfolio of high-conviction companies that stand to benefit from the burgeoning cannabis market.

Quick Facts

  1. Truly active way to participate in the significant growth potential of the cannabis market
  2. Bottom-up approach focused on growth and relative valuation
  3. Will invest primarily in Canadian-focused companies, with a view to expand the universe globally as clarity around legislation improves
  4. Ability to sell short, based on manager’s views on market, subsectors and individual businesses

Historical Performance

Calendar Performance

Performance

  • GROWTH OF $1,000
  • DAILY NAV

Daily NAV

Top Holdings

Sector Allocation

Country Allocation

Distributions

Fund Documents

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on an investment in the investment fund.