(As of 5/31/2022)

Horizons Pipelines & Energy Services Index (HOG)

(Energy Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018
2017



Inception Return
(7/15/2014)
4.80 %
YTD Return 18.29 %
NAVPS
(6/24/2022)
$9.05
Change $0.19 / 2.13 %
Growth of $10,000 (As of May 31, 2022)
MER 0.64 %
Assets ($mil) -
Rank (1Yr) 48/55
Std Dev (3Yr) 32.66 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 0.00 %
Max Back End -
Sales Status Open
 
Objective
Horizons HOG seeks to replicate, to the extent possible, the performance of the Underlying Index, net of expenses. The Underlying Index is designed to provide exposure to equity securities of certain Canadian oil and gas companies in the Midstream Sector.
Fund Manager

Horizons ETFs Management (Canada) Inc.

Portfolio Manager

Horizons ETFs Management (Canada) Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Secure Energy Services IncCanadian EquityEnergyCanada9.35%
Shawcor LtdCanadian EquityEnergyCanada8.92%
Parkland Fuel CorpCanadian EquityEnergyCanada7.91%
Tidewater Midstream Infrastructure LtdCanadian EquityUtilitiesCanada7.83%
Pembina Pipeline CorpCanadian EquityEnergyCanada7.64%
Keyera CorpCanadian EquityEnergyCanada7.56%
AltaGas LtdCanadian EquityUtilitiesCanada7.52%
Gibson Energy IncCanadian EquityEnergyCanada7.50%
TC Energy CorpCanadian EquityEnergyCanada7.31%
Tidewater Renewables LtdCanadian EquityEnergyCanada7.27%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 7.60 10.40 22.23 18.29 21.27 10.55 6.31 -   
Benchmark 11.64 29.90 73.24 66.01 114.19 28.33 11.41 4.57
Quartile Ranking 4 4 4 4 4 3 3 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 34.59 -17.96 20.48 -12.07 -2.17 39.01 -25.14 -      -      -     
Benchmark 85.18 -34.64 9.75 -26.57 -10.61 39.64 -24.13 -16.34 13.32 -4.83
Quartile Ranking 3 1 1 1 1 2 3 - - -

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