(As of 12/31/2021)

Horizons Pipelines & Energy Services Index (HOG)

(Energy Equity)



2019
2018
2017
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/15/2014)
3.07 %
YTD Return 37.91 %
NAVPS
(1/17/2022)
$9.39
Change $0.17 / 1.89 %
Growth of $10,000 (As of December 31, 2021)
MER 0.64 %
Assets ($mil) -
Rank (1Yr) 32/55
Std Dev (3Yr) 33.40 %
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 December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Shawcor LtdCanadian EquityEnergyCanada8.93%
AltaGas LtdCanadian EquityUtilitiesCanada8.29%
Enerflex LtdCanadian EquityEnergyCanada8.28%
Parkland Fuel CorpCanadian EquityEnergyCanada8.05%
Tidewater Midstream Infrastructure LtdCanadian EquityUtilitiesCanada7.99%
Pembina Pipeline CorpCanadian EquityEnergyCanada7.94%
Enbridge IncCanadian EquityEnergyCanada7.69%
Gibson Energy IncCanadian EquityEnergyCanada7.62%
Mullen Group LtdCanadian EquityEnergyCanada7.57%
Keyera CorpCanadian EquityEnergyCanada7.51%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.88 -2.32 -0.96 37.91 37.91 10.88 3.24 -   
Benchmark 4.36 14.22 18.76 85.18 85.18 9.92 -2.71 -1.81
Quartile Ranking 1 4 4 3 3 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 37.91 -17.96 20.48 -12.07 -2.18 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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