Access the leading
Global Brands

Harvest Brand Leaders Plus Income ETF

Harvest Brand Leaders Plus Income ETF (TSX: HBF | HBF.U) invests in an equally-weighted portfolio of equity securities of 20 Brand Leaders from the Brand Leaders Investable Universe that have a minimum market capitalization of US$10 billion at the time of investment and meet certain investment characteristics. The portfolio is rebalanced quarterly back to equal weights.

World Class Portfolio of Brand Leaders
As at December 31, 2020

Investment Highlights

  • Core US Large Cap Portfolio: Companies selected from the World’s Top 100 rated Brands
  • Opportunity for Capital Appreciation: Long equity bias at all times
  • Globally diversified: Dominant companies with operations in multiple continents
  • Covered Call Strategy: Enhance portfolio income and lower portfolio volatility
  • Attractive Income: Monthly income with opportunity for capital appreciation
  • Currency: Available in Canadian dollar hedged HBF and US dollar unhedged HBF.U units

Strong Dividend Growth
Change in Dividend / Share

Source: Bloomberg, based on fiscal year end.

Strength of Global Brands

  • PREMIUM PRICING: built on trust & loyalty
  • SURVIVORS: loyalty, endurance, long operating history
  • DIVERSITY:  across geographic & cultural barriers
  • GROWTH & STABILITY: long term growth and dividend generators

Geographic Allocations
As at December 31, 2020

Cumulative Growth $10,000 Invested (NAV pricing)
As at December 31, 2020

  • Hbf
  • Hbf.U

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Harvest Brand Leaders Plus Income ETF

The Fund originally commenced operations as a TSX listed closed-end fund on July 24, 2014 and converted into an exchange-traded fund on October 24, 2016. Commissions, management fees and expenses all may be associated with investing in Harvest Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). Please read the relevant prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any security holder that would have reduced returns. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are paid to you in cash unless you request, pursuant to your participation in a distribution reinvestment plan, that they be reinvested into Class A or Class U units of the Fund. If the Fund earns less than the amounts distributed, the difference is a return of capital. Tax, investment and all other decisions should be made with guidance from a qualified professional.

*Source: Bloomberg. Average statistics calculated based on portfolio weighted average. Dividend yield based on Bloomberg indicated 12 month yield of portfolios positions and does not represent the distribution yield paid to investors. P/E calculated based on Bloomberg consensus 12 month forward earnings estimates. Return on Equity (ROE) based on 5 year trailing average ROE. The above information is for illustrative purposes only, is estimated and unaudited.

© 2021 Harvest Portfolios Group

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