Description: The investment objective of HBAL is to seek long-term capital growth using a balanced portfolio of exchange traded funds.
Exchange: TO
Country: CA : Canada
Currency: Canadian Dollar (C$)
Category: Global Equity Balanced
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| US Equity | 37.95 | 0.00 | 37.95 |
| Bond | 28.80 | 0.00 | 28.80 |
| Cash | 81.08 | 68.89 | 12.19 |
| Equity | 11.57 | 0.00 | 11.57 |
| Other | 10.73 | 1.74 | 8.99 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 27.52 | 14.16 |
| Financial Services | 14.57 | 19.77 |
| Consumer Cyclicals | 10.26 | 10.67 |
| Healthcare | 9.61 | 10.83 |
| Communication Services | 9.37 | 5.86 |
| Industrials | 8.32 | 13.23 |
| Energy | 6.92 | 7.00 |
| Consumer Defensive | 6.28 | 7.80 |
| Basic Materials | 3.20 | 5.44 |
| Utilities | 2.55 | 2.98 |
| Real Estate | 1.40 | 2.26 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.00 | 72.47 |
| Europe Developed | 0.45 | 11.75 |
| Asia Emerging | 0.27 | 2.73 |
| United Kingdom | 0.14 | 4.27 |
| Latin America | 0.13 | 0.69 |
| Asia Developed | 0.01 | 2.80 |
| Japan | 0.00 | 3.71 |
| Australasia | 0.00 | 0.66 |
| Europe Emerging | 0.00 | 0.10 |
| Africa/Middle East | 0.00 | 0.83 |