TDSACabana Target Drawdown 5 ETF
TDSA Fund Description
TDSA is an actively managed fund-of-funds which aims to provide long-term growth that adjusts an asset allocation to pursue a targeted risk parameter of 5% from peak to trough.
TDSA Factset Analytics Insight
TDSA is an actively managed fund-of-funds that shifts its allocation based on the economic conditions and market outlook for five very broad asset classes: equities, fixed income, real estate, currencies and commodities. Equities will include both domestic and foreign companies, including emerging markets. Fixed Income securities have no restrictions in terms of maturity, quality or duration. The Sub-Adviser utilizes a proprietary algorithm that combines fundamental economic and technical price data to identify assets that appear to be attractive based on the current business cycle. The portfolio is monitored and potentially adjusted daily to maintain a target “drawdown” of 5% during adverse market conditions. The drawdown is based on month-end data measured against the fund’s most recent peak. There is no assurance the fund can maintain this target drawdown. The Sub-Advisor has full discretion to override the algo if a perceived breakdown or systemic change has occurred.
TDSA MSCI ESG Analytics Insight
Cabana Target Drawdown 5 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.53 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Cabana Target Drawdown 5 ETF ranks in the 35th percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
TDSA Summary Data
TDSA Portfolio Data
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TDSA Fund Structure
TDSA Tax Exposures
TDSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TDSA. TDSA is rated a N/A out of 5.