HBF – Harvest US Equity Ldrs Inc ETF A CAD H – ETF Investment Strategy | Morningstar

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Strategy

The fund’s investment objective is to provide Unitholders with (i) monthly cash distributions; (ii) the opportunity for capital appreciation; and (iii) lower overall volatility of portfolio returns than would otherwise be experienced by owning Equity Securities of the Brand Leaders directly. To achieve lower overall volatility of portfolio returns, the fund will generally write covered call options on up to 33% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HBF	Harvest US Equity Leaders Income ETF Class A CAD Hedged	ETF	Open			Jul 24, 2014	CA$567.47M	—	High	—	CA$9.82M
—	Harvest US Equity Leaders Income ETF Class A CAD Hedged	ETF	Open	—		Jul 24, 2014	$18.64M	—	High	—	—
HBF.U	Harvest US Equity Leaders Income ETF Class U USD	ETF	Open			Jul 24, 2014	$43.06M	—	High	—	$777,037.63
HBF.B	Harvest US Equity Leaders Income ETF Class B Unhedged	ETF	Open			Mar 10, 2020	CA$16.01M	—	High	—	−CA$18.20M

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