Harvest ETFs Wins 2023 Refinitiv Lipper Fund Award

Date

November 10, 2023

Date

November 10, 2023

Date

November 10, 2023

OAKVILLE, Ontario – Harvest ETFs is pleased to announce that it has been recognized at the 2023 Refinitiv Lipper Funds Awards (Canada) for the second year in a row.

Harvest ETFs was named the Refinitiv Lipper Fund Awards Canada 2023 Winner, Harvest Tech Achievers Growth & Income ETF – Best Sector Equity Fund over 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.

“We at Harvest ETFs are proud to be recognized for the success of our investment management process,” said Michael Kovacs, President & CEO of Harvest ETFs. “We have always focused on growth industries, selecting leading large-cap companies, and have applied our active & flexible covered call option strategy. This year, we have expanded to provide exposure to investment grade bonds that are overlayed with covered calls for high income. We are delighted to see that our philosophy has been recognized by an award as respected as the Lipper two years in a row.”

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.

“The technology sector has performed strongly this year,” said James Learmonth, Senior Portfolio Manager at Harvest ETFs. “A renewed focus on profitable growth by many of the largest constituents, and excitement about the possibilities for artificial intelligence, has driven enthusiasm for the group. Since this fund launched, we have focused on leading technology companies while generating cashflow and monetizing volatility through active call option writing. This helps to meet the needs of Canadian investors, provide consistent monthly income, 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.

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

About Harvest Portfolios Group Inc.

Founded in 2009, Harvest Portfolios Group Inc. (manager of Harvest ETFs) is an independent Canadian Investment Fund Manager managing $3.3 billion in assets for Canadian investors. At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate income over the long term. Harvest has an established track record with its stable of equity ETFs. Now, in 2023, Harvest has expanded its income philosophy to introduce Fixed Income ETFs to our innovative lineup. Harvest now offers exposure to the highest rated bonds like US Treasuries, coupled with its covered call strategy that provides high yields to increase monthly income.

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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.

 

Contacts

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

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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.