HHII | Enhanced International Exposure with Monthly Income

by | Jul 23, 2026

The Harvest High Income Shares suite turns two years old this summer. In addition to a wide selection of single stock ETFs in the world’s top companies, High Income Shares also offers access to diversified all-in-one portfolios. These come in the form of the Harvest Diversified High Income Shares ETF (TSX: HHIS), which targets trending and leading U.S. companies that possess high growth prospects, and the Harvest High Income Equity Shares ETF (TSX: HHIH), the unlevered version of HHIS. Building on this, we introduced the Harvest Canadian High Income Shares ETF (TSX: HHIC), a portfolio of 10 leading Canadian equities.

Now, Harvest has introduced the fourth one ticket solution; the Harvest International High Income Shares ETF (TSX: HHII). This ETF provides exposure to leading international companies and seeks to generate monthly income through an actively managed covered call strategy.

Access to International Companies

The iShares MSCI ACWI (All Country World Index) ex US ETF, which tracks an index of large and mid-cap equites from developed and emerging markets outside the United States, climbed 22% over a 1-year period as of late afternoon trading on July 16, 2026. It has managed to outpace the S&P 500 – up 20% over the 1-year.

International Stocks vs US Stocks Since January 2025

Source: Bloomberg as at June 30, 2026.

Below are six of the twenty names that will make up HHII’s portfolio at launch. What makes these equities stand out as international leaders? Let’s jump in.

Shell PLC | An Integrated Energy Leader

Shell is one of the world’s largest integrated energy companies, with operations spanning upstream oil and gas production, liquefied natural gas (LNG), refining, chemicals, marketing, and a growing portfolio of low-carbon energy solutions. Its diversified business model and disciplined capital allocation have helped it generate resilient cash flows across commodity cycles while returning significant capital to shareholders.

Shell Snapshot

Profitability: Shell continues to generate strong earnings and free cash flow as of the second quarter of 2026, supported by its diversified operations and leading LNG business

Long-term Potential: Shell is leveraging its global leadership in LNG while investing in lower-carbon energy, electricity, hydrogen, and biofuels, positioning the company to benefit from both traditional energy demand and the ongoing energy transition

Anheuser-Busch InBev | The World’s Leading Brewer

Anheuser-Busch is the world’s largest brewer, with a portfolio of more than 500 beer brands sold across global markets. Its unmatched scale, premium brand portfolio, and disciplined focus on profitability have enabled the company to generate resilient cash flows while continuing to strengthen its balance sheet and invest in long-term growth opportunities.

Anheuser-Busch Snapshot

Profitability: The company continues to deliver strong EBITDA and free cash flow as of the first quarter of 2026, supported by premiumization, pricing power, and disciplined cost management

Long-term Potential: Continued premiumization, growth in emerging markets, expanding digital sales capabilities, and ongoing operational efficiencies position the company for sustainable long-term earnings growth

Barclays | A Diversified Global Banking Franchise

Barclays is a leading global financial services company with operations spanning consumer banking, corporate banking, investment banking, wealth management, and credit cards. Its diversified business model, strong presence in the UK, and global investment banking franchise provide multiple sources of earnings and position the company to benefit from a broad range of economic and market environments.

Barclays Snapshot:

Profitability: Barclays continues to generate solid earnings – posting a first-quarter profit in 2026, supported by resilient net interest income, a leading investment banking platform, and disciplined cost management

Long-term Potential: Growth in its consumer and corporate banking businesses, continued investment in digital capabilities, and an established global investment banking franchise position Barclays for sustainable long-term value creation

Taiwan Semiconductor Manufacturing Company | The World’s Leading Chip Foundry

Taiwan Semiconductor Manufacturing Company is the world’s largest dedicated semiconductor foundry, manufacturing advanced chips for many of the world’s leading technology companies. As the primary supplier of cutting-edge semiconductors powering artificial intelligence, smartphones, high-performance computing, and automotive technologies, TSMC occupies a critical position at the heart of the global technology system.

TSMC Snapshot:

Profitability: TSMC continues to deliver exceptional revenue growth and industry-leading profitability – as net profits jumped 77% in Q2 2026, driven by strong demand for advanced AI and high-performance computing chips

Long-term Potential: Leadership in advanced semiconductor manufacturing, expanding AI-driven demand, and ongoing investments in next-generation process technologies position TSMC for sustained long-term growth

Spotify | The Global Leader in Audio Streaming

Spotify is the world’s largest audio streaming platform, connecting hundreds of millions of users with music, podcasts, and audiobooks. Its subscription-based business model, growing advertising platform, and expanding creator ecosystem have positioned the company as a leader in digital audio while driving improving profitability and long-term user engagement.

Spotify Snapshot:

Profitability: Spotify has achieved sustained profitability, driven by subscriber growth – which grew 9% year-over-year in Q1 2026, improving gross margins, and increased monetization across its music and podcast businesses.

Long-term Potential: Continued expansion in premium subscribers, advertising, audiobooks, AI-powered personalization, and creator tools positions Spotify for durable long-term growth in the global audio market

Novo Nordisk | A Global Leader in Diabetes & Obesity Care

Novo Nordisk is a global pharmaceutical leader specializing in diabetes, obesity, and other chronic diseases. The company’s market-leading portfolio of GLP-1 therapies has transformed the treatment of diabetes and weight management. Meanwhile, its decades of expertise in metabolic diseases and strong innovation pipeline position it at the forefront of one of healthcare’s fastest-growing markets.

Harvest also offers the Harvest Novo Enhanced High Income Shares ETF (TSX: NOVY), a single stock ETF that invests all its assets, directly or indirectly, in shares of Novo Nordisk A/S. NOVY is built to generate high levels of monthly income from covered calls and the application of modest leverage.

Novo Nordisk Snapshot:

Profitability: Novo Nordisk continues to generate industry-leading revenue growth and strong operating margins – with its adjusted operating profit reaching US$5.16 billion in Q1 2026, supported by robust demand for its diabetes and obesity treatments

Long-term Potential: Rising global rates of diabetes and obesity, continued expansion of GLP-1 therapies into new indications, and a deep pipeline of next-generation treatments position Novo Nordisk for sustainable long-term growth

HHII | Taking Income International

The Harvest International High Income Shares ETF (TSX: HHII) rounds out the fourth all-in-one portfolio among the Harvest High Income Shares suite. Now, in addition to two portfolios that offer access to U.S. stocks – HHIS and HHIH, one that focuses on Canadian stocks – HHIC, investors now have access to a one ticket solution of top international stocks that is designed to generate high monthly income.

Disclaimer

The content of this article should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or use to engage in personal investment strategies.

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“International Issuers” means a public company that is (i) incorporated or headquartered in a country that is not Canada or the United States of America; and (ii) has a market capitalization in excess of C$10 billion at the time of investment.