Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.30% 105.07M 1670.47
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.02% 94.47% -690717.7 Upgrade

Basic Info

Investment Strategy
ETHI seeks to replicate, to the extent possible, the performance of the Nasdaq Future Global Sustainability Leaders USD Index, net of expenses. The Nasdaq Future Global Sustainability Leaders USD Index is designed to provide exposure to the performance of a basket of large-cap equity securities of companies that are global climate change leaders (as measured by their relative carbon efficiency), and are not materially engaged in activities deemed inconsistent with responsible investment considerations. ETHI seeks to hedge the U.S. dollar value of its portfolio to the Canadian dollar at all times.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
Nasdaq Future Glb Sust Lds TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 5.50 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of May 08, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
27.20%
35.86%
22.09%
-23.60%
23.44%
8.46%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
6.61%
--
--
--
--
--
-32.39%
42.70%
--
19.59%
-0.08%
28.95%
22.46%
21.48%
-18.72%
29.43%
15.07%
--
-7.29%
26.34%
26.50%
18.75%
-27.26%
32.82%
4.63%
As of May 08, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.08% Upgrade Upgrade
Stock 99.92% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
ETHI seeks to replicate, to the extent possible, the performance of the Nasdaq Future Global Sustainability Leaders USD Index, net of expenses. The Nasdaq Future Global Sustainability Leaders USD Index is designed to provide exposure to the performance of a basket of large-cap equity securities of companies that are global climate change leaders (as measured by their relative carbon efficiency), and are not materially engaged in activities deemed inconsistent with responsible investment considerations. ETHI seeks to hedge the U.S. dollar value of its portfolio to the Canadian dollar at all times.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Global Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
Nasdaq Future Glb Sust Lds TR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 5.50 yrs

Top Portfolio Holders

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