The proposed ETF “will be the first in a series of new listings” that Aequitas NEO is expecting in the months ahead
The unit will now be split into two groups, one focusing on Canadian equity and the other on Canadian equity income
“Strong pipeline of opportunities,” lead manager says
Any Canadian mutual fund provider that signs up with Aequitas PTF Connect will be able to offer PTFs to clients when the service goes live in Q1 2016
New offering for private wealth clients unveiled
PTFs, which target investors who work with fee-based advisors, have much lower costs than Series F funds
New PTFs will be sold to investors who have discretionary or non-discretionary accounts with fee-based advisors
No changes made to funds’ investment objectives
New name and investment objective for income fund
Two are first of their kind in Canada