<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=346325690736295&amp;ev=PageView&amp;noscript=1">

SYMBOL: EREV

Evermore Retirement 2045 ETF

Bullseye for Light Background

Target Date 2045

The Evermore Retirement 2045 ETF is built for those that expect to retire around the year 2045.

2045 Female

$17.83

Last Close
2022.09.28

$17.79

NAV
2022.09.28

$1.8M

AUM
2022.09.28

0.35%

Mgmt Fee

Key Benefits

Evermore Checkmark

Designed specifically for individuals looking to retire around the year 2045

Evermore Checkmark

All-in-one solution that makes investing for retirement as easy as possible

Evermore Checkmark

Low fee so more of your hard-earned money is working for you

Overview

Listed-on-NEO

Listing Date: February 23, 2022

Symbol: EREV

Portfolio Manager: Brian See, CFA

Auditors: Ernst & Young LLP

The Evermore Retirement 2045 ETF is a target date fund providing an increasing exposure to fixed income while maintaining a focus on growth for individuals who are looking to retire around the year 2045.

Just like every ETF in The Evermore Retirement Series, the Evermore Retirement 2045 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

BlackRock-logo 65 px Height

bmo-emblen

Vanguard-logo 65 px Height

 

Holdings as of July 31, 2022 

Name Symbol Total %
iShares Core S&P/TSX Capped Composite XIC 25.7%
iShares Core S&P Total US Stock Market ETF ITOT 40.4%
iShares Core MSCI EAFE IMI Index ETF XEF 17.2%
BMO MSCI Emerging Markets Index ETF ZEM 4.1%
Vanguard Canadian Aggregate Bond Index ETF VAB 7.1%
Vanguard Total Bond Market ETF BND 3.5%
Vanguard Total International Bond ETF BNDX 1.2%
Cash   0.7%
TOTAL   100.0%

 

Allocations & Glide Path

Target allocations for 2022

EQUITIES FIXED INCOME
88% 12%

 

Evermore_charts_transparent-01
Evermore_charts_transparent-02
Evermore Glide Path 2045

Sector Weights

as of August 31, 2022

Evermore_SectorAllocations_Aug2022 copy_EREV-EN

Evermore makes investing for retirement as easy as possible

Learn

Browse our latest articles about investing and retirement planning

TFSA 101

TFSA 101

Learn the basics about Tax-Free Savings Accounts (TFSAs) and how to use a TFSA to help achieve your short and long-term financial goals.

RRSP 101

RRSP 101

Learn the basics about Registered Retirement Savings Plans (RRSPs) and how RRSP accounts can help you suitably invest for retirement.

Getting Started? Invest Early, Invest Often

Getting Started? Invest Early, Invest Often

Are you confused or stressed out about investing? Here are the three key steps to start investing for retirement.