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.
> 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: