(As of 10/31/2022)

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)
3.62 %
YTD Return 9.84 %
NAVPS
(12/2/2022)
$10.14
Change ($0.01) / -0.05 %
Growth of $10,000 (As of October 31, 2022)
MER 0.64 %
Assets ($mil) -
Rank (1Yr) 48/54
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 October 31, 2022)
Sector Allocation
(As of October 31, 2022)
Geographic Allocation
(As of October 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Secure Energy Services IncCanadian EquityEnergyCanada10.11%
Shawcor LtdCanadian EquityEnergyCanada9.72%
Enerflex LtdCanadian EquityEnergyCanada9.16%
Pembina Pipeline CorpCanadian EquityEnergyCanada8.17%
Enbridge IncCanadian EquityEnergyCanada8.17%
Tidewater Midstream Infrastructure LtdCanadian EquityUtilitiesCanada8.16%
TC Energy CorpCanadian EquityEnergyCanada8.04%
Keyera CorpCanadian EquityEnergyCanada7.95%
Gibson Energy IncCanadian EquityEnergyCanada7.92%
Mullen Group LtdCanadian EquityEnergyCanada7.68%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 7.06 -1.08 -0.08 9.84 1.47 9.93 4.85 -   
Benchmark 21.89 11.25 10.61 64.48 66.75 33.47 9.97 3.36
Quartile Ranking 4 4 4 4 4 4 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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