For investors who are interested in strategies that adapt to market conditions over time, the ForAll Core & More U.S. Equity Index, tracked by the ForAll Core & More U.S. Equity Index ETF (ticker: FORU), follows a rules-based dynamic active allocation strategy based on monthly market signals.
The Index uses a quantitative algorithm to determine the portfolio asset allocation. The model is driven by volatility and trend signals and is designed to stay in equities for the common ~10% drawdowns that we get in equity markets because potentially missing out on the bounce backs is devastating for long term returns and adds to longevity risk.
Designed to adapt as markets shift, the strategy uses monthly signals to guide its positioning, offering a dynamic alternative to traditional static allocations.
1) Aggressive state
Where it holds 70% broad market U.S. equities and 30% 2x leveraged equities
2) Moderate state
Where it holds 50% broad market U.S.equities and 50% gold
3) Defensive state
Where it holds 20% U.S.equities, 50% gold and 30% exposure to market votality
This chart shows the historical allocations of the ForAll Index and the growth of the Index, the S&P 500® and Gold.
Key White: Index in aggressive state | Light blue: Index in moderate state | Dark blue: Index in defensive state.
The index referenced herein is calculated by Solactive AG. Any index performance shown is for illustrative purposes only and does not reflect fees, expenses, or transaction costs. Investors cannot invest directly in an index. Performance of the index prior to the live date of November 15,2023 is hypothetical and based on back-tested data using the index methodology.Back-tested results are not actual performance and may not reflect the impact of real market conditions.
A static allocation may not always be sufficient under changing market conditions. The ForAll Core & More U.S. Equity Index is designed to respond to market changes through a disciplined, rules-based approach, seeking to balance participation in market growth with risk management during periods of stress.
For investors looking to complement traditional equity exposure with a more adaptive strategy, FORU offers a systematic framework grounded in data rather than discretion.
Learn more about the FORU ETF and our partnership platform by visiting www.longpointetfs.com/partnership.
This ETF is an alternative mutual fund, as such, FORU is permitted to invest in asset classes or use investment strategies that are not permitted for other types of mutual funds.
FORU uses leverage which magnifies gains and losses. FORU may obtain leverage by investing more than 10% of its net asset value in other alternative mutual funds that provide leveraged exposure.
Commissions, management fees, and expenses all may be associated with investing in ETFs. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.
All ETFs, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the LongPoint ETFs are designed to be as diversified as the original indices they seek to track and may provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.
The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
All monetary figures are expressed in Canadian dollars unless otherwise noted.
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