Harvest ETFs Wins the 2024 LSEG Lipper Award for HTA.B and HTA.U – Harvest Tech Achievers Growth & Income ETF

Date

November 7, 2024

Date

November 7, 2024

Date

November 7, 2024

OAKVILLE, Ontario | FrenchHarvest ETFs is proud to announce that the Harvest Tech Achievers Growth & Income ETF has won the prestigious 2024 LSEG Lipper Award for the third consecutive year. The award recognizes HTA’s exceptional performance in delivering consistent, risk-adjusted returns in these two categories:

  • LSEG Lipper Fund Awards Winner [Canada] 2024 Winner, Harvest Tech Achievers Growth & Income ETF, Class B, Unhedged Units, 3 years
  • LSEG Lipper Fund Awards Winner [Canada] 2024 Winner, Harvest Tech Achievers Growth & Income ETF, Class U, 5 years

The LSEG Lipper Awards celebrate funds and fund management firms that excel in delivering strong, risk-adjusted performance relative to their peers. Harvest ETFs’ HTA was honoured for its innovative approach that combines exposure to a portfolio of top technology companies with an active covered call strategy, designed to enhance income while managing volatility.

James Learmonth, Senior Portfolio Manager and CFA charterholder, manages the Harvest Tech Achievers Growth & Income ETF. He expressed his excitement over the win: “We are thrilled to receive this recognition again. HTA’s performance is a testament to our commitment to delivering steady long-term growth and high income every month. The tech sector has been a significant driver of innovation and performance, and our strategic approach continues to resonate with both advisors and investors.”

The Harvest Tech Achievers Growth & Income ETF focuses on owning shares in top-performing technology companies, including those shaping the future in artificial intelligence, cloud computing, and other cutting-edge technologies. By pairing these holdings with an active covered call strategy, HTA provides investors with the opportunity for both capital appreciation and higher monthly income, creating a powerful investment solution in today’s market.

“The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades,” said Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics. “Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation and dramatic central bank intervention.”

“We applaud the 2024 LSEG Lipper Fund Award winners such as Harvest ETFs for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”

For additional information: Please visit www.harvestetfs.com e-mail [email protected] or call toll free 1-866-998-8298.

Harvest ETFs invites you to subscribe to our monthly commentary newsletter. By subscribing through the following link, you will receive timely insights, analyses and perspectives directly to your inbox: https://harvestportfolios.com/subscribe.

For media inquiries: Contact Caroline Grimont, VP Marketing at [email protected].

About Harvest Portfolios Group Inc.

Founded in 2009, Harvest ETFs (managed by Harvest Portfolios Group Inc.) is an independent Canadian Investment Fund Manager managing $5.1 billion in assets for Canadian Investors. At Harvest ETFs, we believe that investors can build and preserve wealth through the long-term ownership of high-quality businesses. This fundamental philosophy is at the core of our investment approach across our range of ETFs. Our core offerings center around covered call strategies, available in four variations: Equity, Enhanced, Fixed Income, and Balanced. In August 2024, we launched Harvest High Income Shares ETFs, which are designed to generate high monthly cash distributions and exposure to long-term growth through single-stock ownership.

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Contacts

For Additional Information:
Website: https://harvestetfs.com
E-mail: [email protected]
Toll free: 1-866-998-8298

Disclaimer

For Information Purposes Only. All comments, opinions and views expressed are of a general nature and should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies.

You will usually pay brokerage fees to your dealer if you purchase or sell units of the Fund(s) on the TSX. If the units are purchased or sold on the TSX, investors may pay more than the current net asset value when buying units of the Fund(s) and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning units of an investment fund. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. An investment fund must prepare disclosure documents that contain key information about the fund. You can find more detailed information about the fund in these documents.

Certain statements in the Harvest Blog are forward looking Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS.

FLS are not guarantees of future performance and are by their nature based on numerous assumptions, which include, amongst other things, that (i) the Fund can attract and maintain investors and have sufficient capital under management to effect their investment strategies, (ii) the investment strategies will produce the results intended by the portfolio managers, and (iii) the markets will react and perform in a manner consistent with the investment strategies. Although the FLS contained herein are based upon what the portfolio manager believe to be reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these FLS.

Unless required by applicable law, Harvest Portfolios Group Inc. does not undertake, and specifically disclaim, any intention or obligation to update or revise any FLS, whether as a result of new information, future events or otherwise.