Horizons ETFs receives awards for Best Canadian Dividend
& Income Equity ETF¹, Best Canadian Fixed Income ETF¹, Best
Canadian Short Term Fixed Income ETF¹, Best U.S. Equity ETF¹ and
the Best Bond ETF Group²
TORONTO, Nov. 14, 2019 /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 2019 Lipper Fund Awards from Refinitiv
("Lipper Fund Awards") ¹. In addition,
Horizons ETFs also won a Canada ETF Award in the Best Bond ETF
Group category².
The following ETFs won individual awards:
|
ETF
Name
|
Ticker
|
Lipper Fund
ETF Awards Category
|
Award
Period
|
|
Horizons Active CDN
Dividend ETF
|
HAL
|
Canadian Dividend
& Income Equity
|
3 Years
|
|
Horizons Active CDN
Dividend ETF
|
HAL
|
Canadian Dividend
& Income Equity
|
5 Years
|
|
Horizons Active CDN
Bond ETF
|
HAD
|
Canadian Fixed
Income
|
5 Years
|
|
Horizons Active
Floating Rate Bond ETF
|
HFR
|
Canadian Short-Term
Fixed Income
|
3 Years
|
|
Horizons NASDAQ-100 ®
Index ETF
|
HXQ
|
US Equity
|
3 Years
|
"The Lipper Fund Awards' recognition of these ETFs is a
testament to their exceptional performance over their
respective three and five-year periods," said Steve Hawkins, President and CEO of Horizons
ETFs. "Year-over-year, the continuing validation of several of
our active and passive ETFs is building a strong record of
achievement and trust that resonates with investors."
The Lipper Fund Awards are calculated based on a comparison with
other ETFs in the same Canadian Investment Funds Standards
Committee ("CIFSC") category. The 2019 Lipper Fund Awards
are given to funds for delivering consistently strong risk-adjusted
performance relative to their peers, for various time periods
ending July 31, 2019.
For both the three and five-year periods ending July 31, 2019, HAL received the 2019 Lipper Fund
Award in the Canadian Dividend & Income Equity ETF
category¹ – its first ever Lipper Fund Award
achievements. For the three-year period, HAL ranked first out of 13
ETFs, and for the five-year period, HAL ranked first out of 11 ETFs
eligible for consideration.
"We are thrilled to have HAL recognized by the Lipper Funds
Awards for its first time ever," said Mr. Hawkins. "The
Guardian Capital team's blend of machine learning coupled with
human expertise has built a fully discretionary portfolio that is
providing investors with some of the best dividend and income
producing Canadian equities within an active ETF
wrapper."
HAD received the 2019 Lipper Fund Award within the Canadian
Fixed Income ETF category¹ for the five-year period,
ranking first out of 12 ETFs eligible for consideration. This is
the second time HAD has been recognized by the Lipper Fund
Awards.
"Fiera Capital is one of Canada's leading fixed income managers, and we
are proud to have their active management supporting HAD," said
Mr. Hawkins. "Their expert navigation of the Canadian investment
grade bond universe has allowed it to become a trusted choice for
investors looking for Canadian bond exposure."
HFR received the 2019 Lipper Fund Award in the Canadian
Short-Term Fixed Income ETF category¹ for the
three-year period ending July 31,
2019, ranking first out of 23 ETFs eligible for
consideration.
"Once again, HFR has been recognized by the Lipper Fund
Awards," said Mr. Hawkins. "HFR has been consistent in
generating an attractive yield relative to other short-term fixed
income strategies, while also being largely protected from interest
rate movements."
HXQ received the 2019 Lipper Fund Award in the U.S. Equity ETF
category¹ for the three-year period ending July 31, 2019. In the ETF categories in which
Horizons ETFs' funds ranked first, HXQ had the largest competitor
pool: 35.
"The NASDAQ, driven by technology-sector performance, has set
new record highs over the past year. HXQ has allowed investors to
capture that rise, with the added benefit of its novel total return
strategy," said Mr. Hawkins. "Given the large selection of
U.S. equity benchmark ETFs in Canada, we are particularly proud of HXQ's
recognition by the Lipper Fund Awards as Canada's best U.S. Equity ETF."
Horizons ETFs also won the Lipper Award for Best Bond ETF Asset
Group² for the three-year period ending July 31, 2019. This award is based on
risk-adjusted performance for the following ETFs: the Horizons
Active Cdn Municipal Bond ETF (HMP), Horizons Active Cdn
Bond ETF (HAD), Horizons Active Floating Rate Bond
ETF (HFR), and the Horizons Cdn Select Universe Bond
ETF (HBB).
"For the second consecutive year, we have the honour of being
selected as Canada's best bond ETF
asset group provider," said Mr. Hawkins. "Horizons ETFs
continues to provide best in class actively managed fixed income
ETFs – and our repeat recognition with this award is testament to
our dominance in this space."
About the Lipper Fund Awards
For more than three decades and in over 20 countries worldwide,
the Lipper Fund Awards have honoured funds and fund management
firms that have excelled in providing consistently strong
risk-adjusted performance relative to their peers. Renowned fund
data and proprietary methodology is the foundation of the Award
qualification. Individual classifications of three-, five-, and
ten-year periods, as well as fund families with high average scores
for the three-year period are recognized.
For more information about the Lipper Fund Awards, please
visit www.lipperfundawards.com.
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 approximately $10 billion of
assets under management and 91 ETFs listed on major Canadian stock
exchanges.
|
From Lipper Fund
Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used
under license.
|
|
|
Commissions,
management fees and expenses all may be associated with an
investment in exchange traded products managed by Horizons ETFs
Management (Canada) Inc. (the "Horizons Exchange Traded Products").
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.
|
|
|
¹ Horizons
Active Cdn Dividend ETF (HAL), Horizons Active Floating Rate Bond
ETF (HFR), and Horizons NASDAQ-100® Index ETF (HXQ) were awarded
Canada's 2019 Lipper Fund Awards from Refinitiv in the Canadian
Dividend & Income Equity, Canadian Short Term Fixed Income, and
US Equity ETF categories for the three-year period ending July 31,
2019, out of a total of 13, 23, and 35 ETFs, respectively. Horizons
Active CDN Bond ETF (HAD) and the Horizons Active CDN Dividend ETF
(HAL) were awarded Canada's 2019 Lipper Fund Awards from Refinitiv
in the Canadian Fixed Income and the Dividend & Income Equity
ETF categories for the five-year period ending July 31, 2019, out
of a total of 12, and 11 ETFs, respectively.
|
|
|
² The Lipper
Award for Best Bond ETF Group for the three-year period ending July
31, 2019 was based on risk-adjusted performance for the following
Horizons ETFs' Funds: Horizons Active Cdn Bond ETF (HAD), Horizons
CDN Select Universe Bond ETF (HBB), Horizons Active Floating Rate
Bond ETF (HFR), and Horizons Active Canadian Municipal Bond ETF
(HMP).
|
|
|
The 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 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 highest 20% of funds in each category are named Lipper
Leaders for Consistent Return and receive a score of 5, the next
20% receive a score of 4, the middle 20% are scored 3, the next 20%
are scored 2 and the lowest 20% are scored 1. The fund with the
highest Lipper Leader for Consistent Return (Effective Return)
value in each eligible classification per award universe wins the
Lipper Fund Award. Lipper Leader for Consistent Return rating are
subject to change monthly. The asset class group award winner is
determined based on the lowest average weighted decile rank of the
eligible funds per asset class and group. There were six (6) fund
groups in this category, including Horizons ETFs. For more
information, see lipperfundawards.com.
|
|
|
Although Lipper makes
reasonable efforts to ensure the accuracy and reliability of the
data contained herein, the accuracy is not guaranteed by
Lipper.
|
|
Annualized
Performance*
|
|
|
ETF
|
1 Year
(%)
|
3 Years
(%)
|
5 Years
(%)
|
SIR
(%)
|
Inception
Date
|
Lipper
Ranking
|
Leader
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3
Years
|
5
Years
|
|
|
|
|
|
|
|
|
|
HAL
|
6.16
|
9.14
|
6.02
|
8.87
|
14/07/2010
|
5
|
5
|
|
|
|
|
|
|
|
|
|
HFR
|
3.27
|
2.59
|
1.98
|
2.40
|
10/10/2012
|
5
|
5
|
|
|
|
|
|
|
|
|
|
HXQ
|
10.60
|
19.39
|
n/a
|
20.19
|
08/05/2014
|
5
|
n/a
|
|
|
|
|
|
|
|
|
|
HAD
|
7.85
|
2.53
|
3.65
|
2.23
|
10/10/2012
|
4
|
4
|
|
|
|
|
|
|
|
|
|
HBB
|
7.53
|
1.87
|
3.28
|
3.47
|
07/05/2014
|
3
|
4
|
|
|
|
|
|
|
|
|
|
HMP
|
4.18
|
1.87
|
n/a
|
n/a
|
12/08/2015
|
1
|
n/a
|
|
*As at July 31, 2019.
The indicated rates of return are the historical annual compounded
total returns including changes in per unit 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 ETF or returns on investment in the ETF. Only
the returns for periods of one year or greater are annualized
returns.
|
SOURCE Horizons ETFs Management (Canada) Inc.