Harvest Portfolios Group

Harvest ETFs Wins 2022 Refinitiv Lipper Fund Award

November 17, 2022

OAKVILLE, Ontario – (BUSINESS WIRE) | (FRENCH)Harvest ETFs is pleased to announce that it has been recognized at the 2022 Refinitiv Lipper Fund Awards (Canada).

Harvest ETFs was named the Refinitiv Lipper Fund Awards Canada 2022 Winner, Harvest Tech Achievers Growth & Income ETF, Best Sector Equity Fund over 3 years (Class A) and 5 years (Class U).

The Refinitiv Lipper Fund Awards have been an industry leader for over 30 years in the assessment and recognition of funds and fund managers based on their consistent risk-adjusted performance relative to their peers. Using Lipper’s proprietary quantitative methodology, the awards are an independent and uncompromised reflection of fund performance.

“This award recognizes the success of our vision for ETF investing,” said Michael Kovacs, President & CEO of Harvest ETFs. “Our approach has always been to focus on growth industries, select leading large-cap companies, and apply our active & flexible covered call option strategy. We are proud to see that philosophy recognized by an award as respected as the Lipper.”

The Harvest Tech Achievers Growth & Income ETF (HTA:TSX) holds an equally-weighted portfolio of 20 large-cap Technology companies diversified across global technology sectors. The ETF is designed to provide consistent monthly income for unitholders, which is achieved in part through an active covered call option strategy.

“2022 has not been an easy year for the technology sector,” said James Learmonth, Senior Portfolio Manager at Harvest ETFs. “But our thesis from the launch of this fund was that by focusing on the most established companies while generating cashflow and monetizing volatility through active call option writing, we could meet the needs of Canadian investors and deliver risk-adjusted returns.”

HTA uses Harvest ETF’s active & flexible covered call option writing strategy. Through this strategy Harvest Portfolio Managers can generate high income yields, monetize periods of market volatility, and capture potentially greater upside than a passively managed call option ETF.

“We applaud the 2022 Refinitiv Lipper Fund Award winners such as Harvest ETFs for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios in a time of unprecedented change,” said Robert Jenkins, Head of Research, Lipper.

For additional information: Please visit www.harvestportfolios.com, e-mail info@harvestportfolios.com or call toll free 1-866-998-8298.

About Harvest ETFs

Founded in 2009, Harvest is an independent Canadian Investment Fund Manager managing $2.8 billion in assets for Canadian Investors. At Harvest ETFs, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over time. Harvest ETFs offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors.

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You will usually pay brokerage fees to your dealer if you purchase or sell shares of the investment fund on the TSX. If the shares are purchased or sold on the TSX, investors may pay more than the current net asset value when buying shares of the investment fund and may receive less than the current net asset value when selling them. There are ongoing fees and expenses associated with owning shares 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 investment fund. You can find more detailed information about the investment fund in these documents.

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E-mail: info@harvestportfolios.com
Toll free: 1-866-998-8298

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