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Harvest Brand Leaders Plus Income ETF Cl A Units T.HBF

Alternate Symbol(s):  T.HBF.U | T.HBF.B

The Funds investment objectives are to provide unitholders with: monthly cash distributions, the opportunity for capital appreciation; and lower overall volatility of Portfolio returns than would otherwise be experienced by owning Equity Securities1 of the Brand Leaders1 directly. To achieve its investment objectives, the Fund will invest in an equally-weighted portfolio of Equity Securities of 20 Brand Leaders from the Brand Leaders Investable Universe1 that have a market capitalization of at least US$10 billion at the time of investment and meet the investment characteristics described below. In order to seek to generate additional returns, the Manager may sell call options on no more than 33% of the Equity Securities of each Brand Leader held in the Fund.


TSX:HBF - Post by User

Post by Edmoniteon Jul 24, 2014 2:48pm
425 Views
Post# 22779203

Income and Consumer Exposure

Income and Consumer ExposureThought I would get in as a first post. I bought this for the income and diversity. I really do not have anything in my portfolio on the consumer site. I signed up in advance and kind of forgot so was a bit surprised to suddenly find it in my portfolio.

Hope it does well.
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