Growth funds seek to enhance market gains.
“I am optimistic about the growth potential in equities.”
”I’d like the potential to outperform the market”
“My investment strategy includes a long-term strategic exposure to equities.”
The fund provides exposure to a broad-based market ETF over a fixed period of time, usually ranging from one to three years.
At the end of the period, if the ETF has generated a positive price return, the investor receives a multiple of the return, for example 1.5 times, up to a maximum return level. If the ETF has generated a negative return, the investor will experience the same loss as it would have experienced by investing in the ETF.
“I think market returns will be modestly positive in the coming few years.”
“I am interested in an opportunistic way to seek more return from my market exposure.”
“My foundation is required to give 5% a year, but I’m concerned that market returns will be only modestly positive.”
The fund provides exposure to a broad-based market ETF over a fixed period of time, usually ranging from one to three years.
At the end of the period, if the ETF has generated a positive price return, the investor receives a multiple of the return, for example 3 times, up to a maximum return level. If the ETF has generated a return greater than the max, the investor’s return is capped. If the ETF has generated a loss, the investor will experience the same loss as it would have experienced investing in the ETF.
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