Invest In Evolve Funds Group Inc Etf: A Beginner's Guide

Evolve Funds Group Inc. is one of Canada's fastest-growing ETF providers, specialising in bringing innovative ETFs to Canadian investors. The company was established by a team of industry veterans and currently has over $6 billion in assets under management. Evolve's ETFs provide investors with access to index-based income strategies, long-term investment themes, and some of the world's leading investment managers.

Investing in Evolve Funds Group Inc. ETFs can be done through the Toronto Stock Exchange (TSX) or on the NEO Exchange, with a range of funds available, including the High Interest Savings Account Fund and the Active Core Fixed Income Fund.

The benefits of investing in Evolve ETFs

Investing in Evolve ETFs offers a range of benefits, including:

Access to Innovative Investment Solutions

Evolve ETFs provides Canadian investors with access to innovative investment solutions and some of the world's largest investment managers. The company creates investment products that make a difference, such as Canada's first artificial intelligence fund enhanced with generative AI.

Diversification Benefits

Evolve ETFs offer investors a simple and efficient way to diversify their portfolios across various sectors, industries, asset classes, and geographies. With ETFs, investors can gain exposure to stocks, bonds, currencies, commodities, and other asset classes.

Enhanced Yield Potential

Many of Evolve's ETFs employ a covered call strategy, which enhances yield potential. For example, the Evolve S&P/TSX 60 Enhanced Yield Fund invests in large Canadian equities while applying a covered call strategy to up to 33% of the portfolio.

Low Costs and Tax Efficiency

ETFs tend to have lower expense ratios compared to actively managed funds, and the dividends are immediately reinvested. Additionally, as passively managed portfolios, ETFs tend to realize fewer capital gains, resulting in potential tax benefits for investors.

Liquidity and Trading Flexibility

ETFs trade throughout the day, providing investors with liquidity and flexibility. The most popular ETFs have high trading volumes, ensuring ample buyers and sellers and narrow bid-ask spreads.

Long-Term Growth Potential

Evolve's thematic ETFs, which focus on disruptive megatrends, offer long-term growth potential by investing in multi-year, multi-decade trends. This approach helps to reduce the impact of near-term market volatility on investment returns.

How to invest in Evolve's Artificial Intelligence Fund

Evolve ETFs' Artificial Intelligence Fund (ARTI) is Canada's first Artificial Intelligence Fund that uses generative AI in portfolio construction. It is designed to provide investors with exposure to global securities from AI companies that are expected to benefit from the increased global adoption of AI.

Speak with your Investment Advisor or trade with your brokerage. You can purchase or trade Evolve ETFs directly through your online brokerage account. Some online brokerages that can be used are:

• CIBC Investor's Edge
• RBC Direct Investing
• National Bank Direct
• Laurentian Bank Discount Brokerage

• If your online brokerage is not listed, please contact [email protected] for more information.
• Visit the Evolve ETFs website to learn more about the fund and its performance.
• Review the fund's prospectus before investing. It is important to understand the risks and fees associated with the fund.
• Consider your investment goals and risk tolerance. The Evolve Artificial Intelligence Fund may be suitable for those seeking to invest in global equity securities that will benefit from increased adoption of AI and are willing to take on the risk associated with equity investments.
• Monitor your holdings regularly. It is important to ensure that your investments align with your investment strategy and make adjustments as needed.

How to invest in Evolve's Bond ETF

How to Invest in Evolve Bond ETF

Evolve ETFs is a Canadian investment provider that offers a range of exchange-traded funds (ETFs) to investors, including the Evolve Enhanced Yield Bond Fund (BOND). This ETF provides investors with exposure to fixed-income securities, primarily investing in fixed-income ETFs issued in the United States.

The BOND ETF aims to provide investors with attractive monthly income and long-term capital appreciation. It employs a covered call option writing program to enhance yield and mitigate risk. As of September 20, 2024, the ETF had a yield-to-maturity of 4.37% and a duration of 16.03 years.

Investors interested in purchasing or trading Evolve ETFs, including the BOND ETF, can do so directly through their online brokerage account. Some of the online brokerages that offer Evolve ETFs are:

• CIBC Investor's Edge
• RBC Direct Investing
• National Bank Direct
• Laurentian Bank Discount Brokerage

Additionally, investors can contact Evolve ETFs at [email protected] for more information or if their online brokerage is not listed.

It is important to note that investing in ETFs involves risks, and investors should carefully consider their investment objectives, risk tolerance, and expenses before investing. The prospectus should be read and understood before investing, as values can fluctuate, and past performance does not guarantee future results.

How to invest in Evolve's FANGMA Index ETF

Evolve ETFs' FANGMA Index ETF is a unique Canadian solution that offers investors equal-weighted exposure to the equity securities of the six tech giants: Facebook, Amazon, Netflix, Google (Alphabet), Microsoft, and Apple. The ETF is designed to make investing in these large tech companies more accessible and cost-effective. Here's a step-by-step guide on how to invest in the Evolve FANGMA Index ETF:

• Understand the ETF: The Evolve FANGMA Index ETF, with the ticker TECH, is an exchange-traded fund that provides exposure to the six largest tech companies in the world. It is important to understand the risks and potential returns associated with investing in equity securities.
• Assess Your Investment Goals: Before investing, consider your investment objectives, risk tolerance, and financial situation. The TECH ETF may be suitable for those seeking capital appreciation through exposure to the equity securities of the six tech giants and willing to take on the risks associated with equity investments.
• Purchase the ETF: You can purchase the TECH ETF directly through your online brokerage account. It is listed on the Toronto Stock Exchange (TSX) and offers three share classes: Canadian dollars hedged (TECH), Canadian dollars unhedged (TECH.B), and US dollars (TECH.U).
• Monitor Your Investment: It is important to regularly monitor your holdings to ensure they remain consistent with your investment strategies. The performance of the ETF can be tracked on financial websites or through your brokerage account.
• Consider the Costs and Benefits: Investing in the TECH ETF provides a cost-effective way to gain exposure to all six tech giants. The ETF has a management fee of 0.40% (plus applicable sales taxes). Additionally, there may be brokerage commissions incurred when buying or selling ETF units.
• Review the Prospectus: Before investing, be sure to read the prospectus to understand the risks, fees, and other relevant information associated with the ETF. The prospectus can be found on the Evolve ETFs website or through your brokerage platform.
• Speak to a Financial Advisor: If you have any questions or concerns, consider speaking to a financial advisor or investment professional. They can provide personalized advice and help you determine if the TECH ETF aligns with your investment goals and risk tolerance.

By following these steps, you can invest in the Evolve FANGMA Index ETF and gain exposure to some of the largest and most innovative tech companies in the world. Remember to always do your own due diligence and consult with a professional before making any investment decisions.

How to invest in Evolve's High Interest Savings Account Fund

Evolve ETFs offers a High Interest Savings Account Fund (HISA) that seeks to maximise monthly income while preserving capital and liquidity by investing primarily in high-interest deposit accounts.

Who Should Consider this Fund?

• Those seeking exposure to high-interest deposit accounts
• Those looking for a liquid, short-term investment
• Those who want to receive regular monthly cash flows
• Those who can tolerate low risk

How to Invest

You may purchase or trade Evolve ETFs directly through your online brokerage account. Some online brokerages that can be used include:

• CIBC Investor’s Edge
• RBC Direct Investing
• National Bank Direct
• Laurentian Bank Discount Brokerage

If your online brokerage is not listed, you can contact Evolve ETFs at [email protected].

Frequently asked questions