Found a trend? There’s an ETF for that

November 8, 2018

ETFs lend themselves to a specialized focus on new investing ideas. Many providers are rising to the challenge

By: Dwarka Lakhan November 8, 2018 06:00

Choice. It’s something most clients want and many financial advisors would like to offer. ETF firms are providing an almost unprecedented array of funds to expand the options available to clients. From those that focus on revolutionary robotics technology to self-driving cars to marijuana stocks, investors have never had so much choice.

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Edited

> Brand Leaders Plus Income ETF (HBF/HBF.U: TSX) Originally launched as a closed-end fund in 2014 by Oakville, Ont.-based Harvest Portfolios Group Inc., this fund was converted to an ETF in late 2016. It focuses on major U.S. firms that are household names and includes 20 leading brands from several different sectors. Each firm has at least $10 billion in market capitalization at the time of investing. The portfolio is rebalanced quarterly so that each firm is weighted equally. Its investing goals are to provide monthly cash flow, capital appreciation and lower volatility than would be experienced by directly owning the securities of these brand leaders.

Link here for original article in Investment Executive:

https://www.investmentexecutive.com/news/products/found-a-trend-theres-an-etf-for-that/

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Disclaimer

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.

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