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ETF Exchange > PHE.B ETF

PHE.B - ETF Fact Sheet

Purpose Tactical Hedged Equity Fund ETF - CAD

Fund Identification

Ticker

PHE.B

ISIN

CA74640M1023

Main Metrics

Price

$43.49

Expense Ratio

0.94%

AuM

$23.78M

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

The ETF uses a multi-factor, fundamental rules-based portfolio selection strategy to select long portfolio securities from a universe of U.S. listed equities. The selection strategy emphasizes factors that have shown to be effective at differentiating between strong and weak performing stocks including fundamental change, valuation, growth, and quality screens. The maximum exposure to investments in foreign markets will be 100%

PHE.B's historical prices, performance, and flows

-4.0-3.0-2.0-1.00.01.0%
1m returns
-3.52%
1m flows
$1M
* Net total returns
All data as of 19 March 2026

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PHE.B's characteristics

Manager statistics

101 funds, $11.07Bn in AUM

Asset class

Equity

Dividend policy

Distributing

Meets ESG criteria

No

All Share Classes

CAD (current)
PHE.B - Purpose Tactical Hedged Equity Fund ETF - CAD

PHE.B's exposure

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

1.0%