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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% -0.14% 574.51M 22694.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.03% 41.45% 54.78M Upgrade

Basic Info

Investment Strategy
The investment objective of Horizons HEP is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of North American listed gold mining and exploration companies; and (b) monthly distributions of dividend and call option income. Horizons HEP will invest primarily in a portfolio of equity and equity related securities of North American listed companies that are primarily exposed to gold mining and exploration and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers in their sector. Horizons HEP will rebalance, on an equal weight basis, the portfolio of constituent securities on each Constituent Reset Date. To mitigate downside risk and generate income, Horizons HEP will generally write covered call options on 100% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors. Any foreign currency gains or losses as a result of Horizons HEPs investment in non-Canadian issuers will be hedged back to the Canadian dollar to the best of its ability.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Gold & Precious Metals
Peer Group Precious Metals Equity
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Global X
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-0.34%
38.75%
14.98%
-9.36%
-1.90%
6.20%
20.20%
136.1%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
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--
--
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176.8%
-18.76%
42.01%
24.40%
-16.71%
-1.28%
6.86%
36.96%
151.2%
-12.09%
51.84%
26.60%
-12.57%
-2.02%
9.23%
38.87%
167.4%
-4.10%
40.17%
21.10%
-5.81%
-3.11%
3.92%
19.65%
145.0%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.38%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.43%
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Basic Info

Investment Strategy
The investment objective of Horizons HEP is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of North American listed gold mining and exploration companies; and (b) monthly distributions of dividend and call option income. Horizons HEP will invest primarily in a portfolio of equity and equity related securities of North American listed companies that are primarily exposed to gold mining and exploration and that, as at the Constituent Reset Date, are amongst the largest and most liquid issuers in their sector. Horizons HEP will rebalance, on an equal weight basis, the portfolio of constituent securities on each Constituent Reset Date. To mitigate downside risk and generate income, Horizons HEP will generally write covered call options on 100% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors. Any foreign currency gains or losses as a result of Horizons HEPs investment in non-Canadian issuers will be hedged back to the Canadian dollar to the best of its ability.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Gold & Precious Metals
Peer Group Precious Metals Equity
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Global X
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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