(As of 8/31/2022)

Horizons Global Sustainability Ldrs Idx ETF (ETHI)

(Global Equity)
RI A+ Award winning funds must have a RI mandate according to the RIA.
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(10/31/2018)
12.97 %
YTD Return -23.34 %
NAVPS
(9/29/2022)
$34.97
Change ($0.51) / -1.44 %
Growth of $10,000 (As of August 31, 2022)
MER 0.54 %
Assets ($mil) -
Rank (1Yr) 1881/2158
Std Dev (3Yr) 17.37 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Horizons ETHI seeks to replicate, to the extent possible, the performance of the Nasdaq Future Global Sustainability Leaders Index, net of expenses. The Nasdaq Future Global Sustainability Leaders Index is designed to provide exposure to the performance of a basket of large-cap equity securities of companies that are global climate change leaders (measured by relative carbon efficiency), and are not materially engaged in activities deemed inconsistent with responsible investment considerations.
Fund Manager

Horizons ETFs Management (Canada) Inc.

Portfolio Manager

Horizons ETFs Management (Canada) Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States4.35%
Visa Inc Cl AUS EquityFinancial ServicesUnited States4.23%
Home Depot IncUS EquityConsumer ServicesUnited States4.06%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States3.58%
Toyota Motor CorpInternational EquityConsumer GoodsJapan3.08%
NVIDIA CorpUS EquityTechnologyUnited States2.67%
UnitedHealth Group IncUS EquityHealthcareUnited States2.65%
Cisco Systems IncUS EquityTechnologyUnited States2.37%
Adobe IncUS EquityTechnologyUnited States2.07%
ASML Holding NVInternational EquityTechnologyEuropean Union1.78%

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -5.00 -5.98 -14.52 -23.34 -21.13 12.67 -    -   
Benchmark -1.33 -2.08 -8.33 -14.93 -12.94 7.46 7.85 12.06
Quartile Ranking 4 4 4 4 4 1 - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 21.97 35.50 32.70 -      -      -      -      -      -      -     
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 1 1 1 - - - - - - -

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