Harvest Balanced Income & Growth ETF A (HBIG.TO)
24.19
-0.01
(-0.04%)
CAD |
TSX |
Jun 27, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
-- | -0.12% | 1.816M | -- |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.32% | -- | -- | Upgrade |
Basic Info
Investment Strategy | |
Harvest Balanced Income & Growth ETF will seek to provide Unitholders with high monthly cash distributions and the opportunity for capital appreciation by investing, on a non-levered basis, in a portfolio of exchange traded mutual funds that are listed on a recognized North American stock exchange that provide exposure towards large capitalization equity securities, investment grade bonds or money market instruments issued by corporations or governments, and will include exchange traded mutual funds that engage in covered call strategies |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | High Quality/Extensive Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Neutral Balanced |
Category Index | -- |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | Harvest Portfolios Group Inc. |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 0.14 yrs |
Performance Versus Category
As of June 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 27, 2024.
Basic Info
Investment Strategy | |
Harvest Balanced Income & Growth ETF will seek to provide Unitholders with high monthly cash distributions and the opportunity for capital appreciation by investing, on a non-levered basis, in a portfolio of exchange traded mutual funds that are listed on a recognized North American stock exchange that provide exposure towards large capitalization equity securities, investment grade bonds or money market instruments issued by corporations or governments, and will include exchange traded mutual funds that engage in covered call strategies |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | High Quality/Extensive Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Neutral Balanced |
Category Index | -- |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | Harvest Portfolios Group Inc. |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 0.14 yrs |