Harvest Tech Achievers Growth & Income ETF (HTA) originally commenced operations as a TSX listed closed-end fund on May 26, 2015 and converted into an exchange-traded fund on June 22, 2017.

Commissions, management fees and expenses all may be associated with investing in Harvest Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). Please read the relevant prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. The funds are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions are paid to you in cash unless you request, pursuant to your participation in a distribution reinvestment plan, that they be reinvested into the Class of units that you own of the Fund. If the Fund earns less than the amounts distributed, the difference is a return of capital. Tax, investment and all other decisions should be made with guidance from a qualified professional.

The current yield represents an annualized amount that is comprised of 12 unchanged monthly distributions (using the most recent month’s distribution figure multiplied by 12) as a percentage of the closing market price of the Fund. The current yield does not represent historical returns of the ETF but represents the distribution an investor would receive if the most recent distribution stayed the same going forward.

* Represents aggregate AUM of all classes denominated in Canadian dollars.

** Inception Date: HTA Class A is 2015/05/26; HTA Class B is 2020/03/12; HTA Class U is 2017/06/22; HTAE is 2022/10/25.

*** In addition to cash distributions, the Fund could have notional non-cash distributions which are paid annually (if any). There is no impact on net asset value per unit. The notional distribution is added to the cost base of the ETF and is taxable if not held in a registered account (RRSP/RRIF/TFSA, FHSA and RESP).

LSEG Lipper Fund Awards, © 2024 LSEG. All rights reserved. Used under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

Harvest Tech Achievers Growth & Income ETF
LSEG Lipper Fund Awards Canada 2024 Winner, Harvest Tech Achievers Growth & Income ETF Class U, Best Sector Equity Fund over five years, out of a total of 37 funds.
LSEG Lipper Fund Awards Canada 2024 Winner, Harvest Tech Achievers Growth & Income ETF Class B, Best Sector Equity Fund over three years, out of a total of 43 funds.

FundGrade "A" List
Fundata Canada’s FundGrade ratings system helps investors select high-quality investment funds from the Canadian investment fund universe. The exclusive FundGrade ratings use an advanced risk-adjusted approach to grade the performance of each investment fund. A fund’s performance is evaluated not only in terms of returns but also in terms of amount of risk taken to generate these returns.