Evermore Retirement 2040 ETF
Target Date 2040
The Evermore Retirement 2040 ETF is built for those that expect to retire around the year 2040.
Designed specifically for individuals looking to retire around the year 2040
All-in-one solution that makes investing for retirement as easy as possible
Low fee so more of your hard-earned money is working for you
Listing Date: February 23, 2022
Portfolio Manager: Brian See, CFA
Auditors: Ernst & Young LLP
The Evermore Retirement 2040 ETF is a target date fund that is accelerating allocation from equities to fixed income to lower volatility for individuals who are looking to retire around the year 2040.
Just like every ETF in The Evermore Retirement Series, the Evermore Retirement 2040 ETF is invested in a select basket of highly liquid and low-fee index ETFs from the world's premiere issuers and allocated according to our glide path to reduce volatility as you approach your retirement and beyond.
To learn more about how target date funds work for your retirement portfolio, be sure to check out the video below.
Holdings as of December 31, 2022
|iShares Core S&P/TSX Capped Composite||XIC||23.6%|
|iShares Core S&P Total US Stock Market ETF||ITOT||35.3%|
|iShares Core MSCI EAFE IMI Index ETF||XEF||16.1%|
|BMO MSCI Emerging Markets Index ETF||ZEM||3.8%|
|Vanguard Canadian Aggregate Bond Index ETF||VAB||12.6%|
|Vanguard Total Bond Market ETF||BND||6.2%|
|Vanguard Total International Bond ETF||BNDX||2.0%|
*The prospectus and other information about the underlying investment funds are available on the internet at www.sedar.com.
Allocations & Glide Path
Target allocations for 2023
as of December 31, 2022
Evermore makes investing for retirement as easy as possible
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