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LEAD.U - ETF Fact Sheet

Evolve Future Leadership Fund ETF - USD

Fund Identification

Ticker

LEAD.U

ISIN

CA3005433030

Main Metrics

Price

$20.30

Expense Ratio

0.97%

AuM

$2.54M

Tracking Difference

%

Ratings

Trackinsight rating

N/A

ESG Consensus®

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight Enterprise

Official Investment Strategy

LEAD seeks to provide holders of Units with long-term capital appreciation by investing primarily in a diversified mix of equity securities of companies located domestically or internationally that the Manager has determined are leaders in sectors that stand to benefit from medium and long term economic trends. The Manager will use a selection process that combines quantitative techniques, fundamental analysis and risk management. The Manager will also write covered call options on up to 33% of the portfolio securities, at its discretion. The level of covered call option writing may vary based on market volatility and other factors.

LEAD.U's historical prices, performance, and flows

-4.0-3.0-2.0-1.00.01.0%
1m returns
-2.96%
1m flows
-$0M
* Net total returns
All data as of 23 March 2026

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LEAD.U's characteristics

Manager statistics

74 funds, $4.36Bn in AUM

Asset class

Equity

Dividend policy

Distributing

Meets ESG criteria

No

All Share Classes

USD (current)
LEAD.U - Evolve Future Leadership Fund ETF - USD

LEAD.U's exposure

The LEAD.U ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

1.0%