Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.30% 0.05% 104.10M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 16.93% -13.01M Upgrade

Basic Info

Investment Strategy
HLPR seeks to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index (Total Return), net of expenses. The Solactive Laddered Canadian Preferred Share Index (Total Return) is an index of Canadian preferred shares that generally have an adjustable dividend rate.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Fixed Income
Category Name Preferred Share Fixed Income
Category Index S&P/TSX Preferred Share TR
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name Global X Investments Canada Inc.
Prospectus Benchmark Index
Solactive Lad Can Preferred Share TR CAD 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Not Disclosed 5.18 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)
--
--
--
--
--
--
--
--
As of May 17, 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
--
--
--
6.42%
23.17%
-17.83%
2.89%
16.01%
2.60%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
-0.64%
14.55%
-9.87%
2.04%
6.06%
23.76%
-17.66%
7.22%
14.37%
--
-5.34%
13.83%
7.83%
4.62%
-20.17%
5.34%
3.84%
--
1.92%
11.34%
7.68%
4.81%
-14.26%
3.55%
7.14%
--
-12.81%
5.25%
5.98%
22.15%
-17.27%
7.68%
15.24%
As of May 17, 2024.

Asset Allocation

As of April 30, 2024.
Type % Net % Long % Short
Cash 63.07% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 36.93% Upgrade Upgrade

Basic Info

Investment Strategy
HLPR seeks to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index (Total Return), net of expenses. The Solactive Laddered Canadian Preferred Share Index (Total Return) is an index of Canadian preferred shares that generally have an adjustable dividend rate.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class --
Broad Category Fixed Income
Category Name Preferred Share Fixed Income
Category Index S&P/TSX Preferred Share TR
Global Category Name Canada Fixed Income
YCharts Categorization Canada Bond
YCharts Benchmark Bloomberg Global Aggregate CAD (^BBGATRCAD)
Prospectus Objective --
Fund Owner Firm Name Global X Investments Canada Inc.
Prospectus Benchmark Index
Solactive Lad Can Preferred Share TR CAD 100.0%
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%
Manager Tenure
Not Disclosed 5.18 yrs

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