ForAll Core & More U.S. Equity Index
What it Does
The index uses a rules-based algorithm to dynamically allocate between underlying ETFs providing exposure to U.S. Equities, Commodities, moderate leverage and a volatility hedging instrument.
It’s quantitative, strategic asset allocation.
It’s got significantly reduced fossil fuel exposure compared to the broad market.
The index has a 19.4% annual return since inception, net of fees*.
*from 1/29/2016 to 8/31/2025
Why It’s Different
The index exists in one of three states:
1) Aggressive - 70% of the time: When signals are strong, the index provides broad market exposure to U.S. equities with moderate leverage of 1.3x.
2) Moderate - 28% of the time: When market volatility hits a specified threshold, the index will shift away from equities and allocate 50% to gold.
3) Defensive - 2% of the time: When market volatility continues to climb and downward trends persist, the index shifts further away from equities, continues to hold gold, and adds a volatility hedge. It’s in this position during extreme scenarios like the Covid Crash and June 2022.
Index Performance
All performance data up to August 31st, 2025ForAll Core & More U.S. Equity Index C$ (Net)
1 Month
1.4%
3 Month
8.8%
S&P 500 TR CAD Hedged
1.9%
9.1%
Annualized Returns
Index Composition
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
-
QQU - BetaPro NASDAQ-100 2x Daily Bull ETF
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
6 Month
7.7%
8.2%
Annualized Returns - August 31st, 2025
1 Year
15.5%
14.1%
3 Year
26.9%
18.0%
5 Year
18.2%
13.5%
7 Year
17.2%
12.5%
Inception
19.4%
14.1%
Up/Down Capture vs S&P 500
ForAll Core & More U.S. Equity Index
What it Does
The index dynamically allocates between underlying ETFs providing exposure to U.S. Equities, Commodities, moderate leverage and a hedging instrument.
The index has a 19.4% annual return since inception net of fees*.
*from 1/29/2016 to 7/31/2025
Why It’s Different
The index is designed to provide moderate leverage during most market conditions, then switch to a defensive position based on volatility and trend indicators.
It’s quantitative, strategic asset allocation
It is a 99% fossil fuel free portfolio.
Growth of $10K
| 1 Year Return | 15.5% |
| 3 Year Return | 26.9% |
| 5 Year Return | 18.2% |
| Inception | 19.4% |
Compound Returns - Aug 31st
Index Composition
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
-
QQU - BetaPro NASDAQ-100 2x Daily Bull ETF
-
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Risk Rating
Low to Medium
Low
Medium
Medium to High
High
The ForAll Core & More U.S. Equity Index (SOLFCMU) is calculated and administered by Solactive AG. (www.solactive.com) from 1/29/2016 to most recent month end. Index performance is for illustrative purposes and is not intended to reflect future returns. Investors can not invest directly in an index. The above chart illustrates the performance of a hypothetical investment of $10,000 in the S&P 500® TR CAD Hdge Index and the ForAll Core & More U.S. Equity Index (the “Underlying Index”) for the period from January 29, 2016 to most recent month end. This chart illustrates a historic generally positive relationship of the Underlying Index with the S&P 500® TR CAD Hdge Index. Please note that (i) this illustration of a hypothetical investment in the S&P 500® TR CAD Hdge Index and Underlying Index does not take into account commissions, fees and expenses that may be chargeable to an investor who seeks to invest in the constituent issuers of the S&P 500® or Underlying Index or an investment product that replicates the S&P 500® or Underlying Index. Source: Standard & Poor's and Bloomberg® between Jan 29,2016 and most recent month end. The chart refers to the total return series of S&P 500® and Underlying Index.