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Passive Investments

ETF products portfolios

With the growing popularity of exchange-traded-funds (ETFs), ENR can tailor a solution for clients to meet long-term investment goals, risk objectives and income requirements, if necessary. Today, ETFs outnumber individual stocks and offer a plethora of opportunities in almost every asset class. By offering low fees and generally fair liquidity (depending on the ETF), passive investments are ideal long-term investment products for ‘buy-and-hold’ investors. They’re especially suitable for education savings goals, long-term retirement planning and in some cases, provide superior after-tax returns compared to most mutual funds. ENR invests in several passive ETFs for existing clients in managed and self-directed accounts. Passive funds focusing on U.S. and international markets are especially appealing because of their inherent low cost and diversification benefits. Some of the core ETF products we use in client portfolios include:

  • iShares MSCI All-World Index (ACWI)
  • Vanguard FTSE Emerging Markets (VWO)
  • iShares 20+ Year Treasury Bond (TLT)
  • iShares Gold Trust (IAU)
  • iShares U.S. Preferred Stock (PFF)
  • Utilities Select Sector SPDR Fund (XLU)

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DISCLAIMER

Please be advised that E.N.R Asset Management, Inc. is not registered or licensed in Quebec or in any other Canadian province and therefore does not accept or solicit assets from Canadian investors.

Bien que le siège social de E.N.R. est situé a Montréal, nous tenons a vous aviser que les services proposes sur notre site internet ne s’adressant pas aux résidants du Québec ni aux residants des autres provinces et territoires Canadiens.