iShares Canadian Fundamental Index ETF
In this sense fundamental indexing is linked to so-called fundamental analysis. If the assumptions of the Capital Asset Pricing Model CAPM do not hold then there could be three states of the world in line with the so-called joint hypothesis problem explained by Campbell Fundamentals of the Fundamental Index.
Market Cap Weighted
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Page Not Found The requested page you are looking for has either moved or is no longer available. Overview Strategies Performance Related Content. Video Fundamentals of the Fundamental Index. Breaking the link between price and weight. Embedding a buy-low, sell-high approach. As a result of the risks and limitations inherent in hypothetical performance data, hypothetical results may differ from actual performance. Unlike an actual performance record, simulated results do not represent actual performance and are generally prepared with the benefit of hindsight.
In addition, hypothetical trading does not involve financial risk. There are frequently differences between simulated performance results and the actual results subsequently achieved by any particular fund. In addition, since trades have not actually been executed, simulated results cannot account for the impact of certain market risks such as lack of liquidity. There are numerous other factors related to the markets in general or the implementation of any specific investment strategy, which cannot be fully accounted for the in the preparation of simulated results and all of which can adversely affect actual results.
At least once each year, the Fund will distribute all net taxable income to investors. These distributions will either be paid in cash or reinvested in the Fund, as may be determined by BlackRock Asset Management Canada Limited from time to time. These distributions will consist primarily of distributions received from the securities held within the Fund less Fund expenses, plus any realized capital gains generated from securities transactions within the Fund.
The amounts of past distributions are shown below. The characterization of distributions for tax purposes such as dividends, other income, capital gains etc. Therefore, the chart below showing the tax characteristics will be updated only once each tax year. For tax purposes, these amounts will be reported by brokers on official tax statements.
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Index history does not represent trades that have actually been executed and therefore may under or over compensate for the impact, if any, of certain market factors, such as illiquidity. No representation is being made that an actual investment in accordance with the above will or is likely to achieve profits or losses similar to the index history.
Indexes are unmanaged and do not reflect the payment of transaction costs, advisory fees or expenses that are associated with an investment in an investable product. Indexes are not securities in which direct investments can be made. Commissions, trailing commissions, management fees and expenses all may be associated with investing in iShares ETFs. Please read the relevant prospectus before investing.
The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or operational charges or income taxes payable by any securityholder that would have reduced returns.
The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
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While index providers do provide descriptions of what each benchmark index is designed to achieve, index providers do not generally provide any warranty or accept any liability in relation to the quality, accuracy or completeness of data in respect of their benchmark indices, nor any guarantee that the published indices will be in line with their described benchmark index methodologies.
Errors in respect of the quality, accuracy and completeness of the data may occur from time to time. In addition, apart from scheduled rebalances, index providers may carry out additional ad hoc rebalances to their benchmark indices in order to, for example, correct an error in the selection of index constituents.
Where the benchmark index of a fund is rebalanced and the fund in turn rebalances its portfolio to bring it in line with its benchmark index, any transaction costs arising from such portfolio rebalancing will be borne by the fund and, by extension, its unitholders.
The past performance of each benchmark index is not a guide to future performance. None of the Licensor Parties shall be liable whether in negligence or otherwise to any person for any error in the Index and none of the Licensor Parties shall be under any obligation to advise any person of any error therein. Our Company and Sites. This information is temporarily unavailable.