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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
PTLC returned +4.4% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.What is PTLC?
The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the index. The index uses an objective, rules-based methodology to implement a systematic trend-following strategy that directs exposure (i) 100% to the S&P 500® Index, (ii) 50% to the S&P 500 and 50% to 3-Month U.
Performance Highlights
Investment Breakdown
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