Horizons ETFs wins Lipper Fund awards in Fixed
Income, Dividend and Real Estate categories
TORONTO, Nov. 10,
2023 /CNW/ - Horizons ETFs Management
(Canada) Inc. ("Horizons
ETFs") is proud to announce that four of its exchange traded
funds ("ETFs") won "best" in their respective ETF categories
at the 2023 Lipper Fund Awards from Refinitiv ("Lipper Fund
Awards") ¹. The following ETFs won individual awards:
ETF
Name
|
Ticker
|
Lipper Fund
ETF Awards Category
|
Award
Period
|
Horizons Canadian High
Dividend Index ETF
|
HXH
|
Canadian Dividend &
Income Equity
|
3 Years
|
Horizons Active
Ultra-Short Term Investment Grade Bond ETF
|
HFR
|
Canadian Short Term
Fixed Income
|
10 Years
|
Horizons Active Global
Fixed Income ETF
|
HAF
|
Multi-Sector Fixed
Income
|
3 Years
|
Horizons Equal Weight
Canada REIT Index ETF
|
HCRE
|
Real Estate
Equity
|
3 Years
|
The Lipper Fund Awards are calculated based on a comparison with
other ETFs in the same Canadian Investment Funds Standards
Committee ("CIFSC") category. The 2023 Lipper Fund Awards
are given to funds that deliver consistently strong risk-adjusted
performance relative to their peers, for various time periods
ending July 31, 2023.
"We're honored to once again have a multitude of ETFs
recognized by the Lipper Fund Awards," said Rohit Mehta, President and CEO of Horizons ETFs.
"These wins are a reflection of our commitment to innovation,
quality and value, which underpin everything that we strive to do
at Horizons ETFs. As one of Canada's first ETF providers, we're proud of
our legacy and remain committed to building and delivering
exceptional funds for Canadian investors."
HXH received a 2023 Lipper Fund Award in the Canadian Dividend
& Income Equity category for the three-year award period,
ranking first out of 17 ETFs eligible for consideration.
"Getting more from your equity investments has been a major
theme for investors in 2023, which makes us particularly proud of
HXH's first-ever recognition by the Lipper Fund Awards this year in
the Canadian Dividend and Income Equity category," said Mr.
Mehta. "In addition, HXH's tax-efficient corporate class
structure offers a key differentiator from other dividend-focused
ETFs available in the Canadian marketplace, today."
HFR and HAF, sub-advised by Fiera Capital, were both recognized
in the 2023 Lipper Fund Awards. HFR received a 2023 Lipper Fund
Award in the Canadian Short Term Fixed Income category for the
ten-year award period, ranking first out of 14 ETFs eligible for
consideration. HAF received a 2023 Lipper Fund Award in the
Multi-Sector Fixed Income category for the three-year award period,
ranking first out of 14 ETFs eligible for consideration.
"Active management in the fixed income space can make a
difference for investors, as HFR and HAF – sub-advised by a leading
Canadian fixed income manager, Fiera Capital – have proven over
their more-than-a-decade of performance," said Mr.
Mehta. "With income and bonds top of mind for many, we're
confident that these ETFs will continue to deliver attractive
yields and help advisors and investors navigate today's fixed
income environment for years to come."
HCRE received a 2023 Lipper Fund Award in the Real Estate Equity
category for the three-year award period, ranking first out of 11
ETFs eligible for consideration. HCRE was also recognized during
the 2022 Lipper Fund Awards.
"Launched in 2019, HCRE has now been recognized by the Lipper
Fund Awards for a second year in a row," said Mr. Mehta.
"Through its corporate class investment structure, HCRE offers
investors a tax-efficient way to participate in the Canadian real
estate investment trust market on a diversified basis through their
stock portfolio."
About Horizons ETFs Management
(Canada) Inc.
(www.HorizonsETFs.com)
Horizons ETFs Management (Canada) Inc. is an innovative financial
services company and offers one of the largest suites of exchange
traded funds in Canada. The
Horizons ETFs product family includes a broadly diversified range
of solutions for investors of all experience levels to meet their
investment objectives in a variety of market conditions. Horizons
ETFs has more than $27 billion of
assets under management and 119 ETFs listed on major Canadian stock
exchanges.
From Lipper Fund Awards from Refinitiv, ©2023 Refinitiv. All
rights reserved. Used under license.
Commissions, management fees and expenses all may be associated
with an investment in exchange traded products (the "Horizons
Exchange Traded Products") managed by Horizons ETFs Management
(Canada) Inc. The Horizons
Exchange Traded Products are not guaranteed, their values change
frequently and past performance may not be repeated. The prospectus
contains important detailed information about the Horizons Exchange
Traded Products. Please read the relevant prospectus before
investing.
¹Horizons Canadian High Dividend Index ETF (HXH), Horizons
Active Global Fixed Income ETF (HAF) and Horizons Equal Weight
Canada REIT Index ETF (HCRE) were awarded Canada's 2023 Lipper Fund Awards from
Refinitiv in the Canadian Dividend & Income Equity,
Multi-Sector Fixed Income and Real Estate Equity ETF categories for
the three-year period ending July 31,
2023, and were ranked first in their categories out of a
total of 17, 14 and 11 ETFs, respectively. Horizons Active
Ultra-Short Term Investment Grade Bond ETF (HFR) was awarded
Canada's 2023 Lipper Fund Awards
from Refinitiv in the Canadian Short Term Fixed Income ETF category
for the ten-year period ending July 31,
2023, and was ranked first in its category out of a total of
14 ETFs.
The Refinitiv Lipper Fund Awards, granted annually, highlight
funds and fund companies that have excelled in delivering
consistently strong risk-adjusted performance relative to their
peers. The Refinitiv Lipper Fund Awards are based on the Lipper
Leader for Consistent Return rating, which is a risk-adjusted
performance measure calculated over 36, 60 and 120 months. The fund
with the highest Lipper Leader for Consistent Return (Effective
Return) value in each eligible classification wins the Refinitiv
Lipper Fund Award. For more information, see
lipperfundawards.com.
Although Refinitiv Lipper makes reasonable efforts to ensure the
accuracy and reliability of the data contained herein, the accuracy
is not guaranteed by Refinitiv Lipper.
Annualized Performance*
ETF
|
1
Year
|
3
Year
|
5
Year
|
10
Year
|
Since
Inception
Return
|
Inception
Date
|
Lipper
Leader
Ranking
|
|
|
HXH
|
1.43 %
|
18.01 %
|
6.37 %
|
-
|
8.32 %
|
08-04-2016
|
5
|
|
HFR
|
5.60 %
|
2.10 %
|
2.40 %
|
2.12 %
|
2.33 %
|
10-12-2010
|
5
|
|
HAF
|
3.91 %
|
1.63 %
|
1.03 %
|
1.95 %
|
1.95 %
|
20-09-2009
|
5
|
|
HCRE
|
-5.56 %
|
7.61 %
|
-
|
-
|
4.88 %
|
22-01-2019
|
5
|
|
*As at July 31, 2023. The
indicated rates of return are the historical annual compounded
total returns including changes in per unit/share value and
reinvestment of all dividends or distributions and do not take into
account sales, redemption, distribution or optional charges or
income taxes payable by any security holder that would have reduced
returns. The rates of return shown in the table are not intended to
reflect future values of the ETFs or returns on investment in the
ETFs. Only the returns for periods of one year or greater are
annualized returns.
SOURCE Horizons ETFs Management (Canada) Inc.