Description: Environmental, Social, and Governance (ESG) factors are important for investors who want their investments to reflect their values. The Harvest ESG Equity Income Index ETF is designed to deliver monthly income from an index portfolio built with a structured ESG screening process. It incorporates a series of ESG and socially responsible investing (SRI) screens as well as an ESG proxy voting policy. Income is generated from this portfolio through an active covered call strategy. HESG is a core ESG screened equity income portfolio that delivers monthly cashflow.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: US Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| US Equity | 99.50 | 0.00 | 99.50 |
| Cash | 0.50 | 0.00 | 0.50 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 34.29 | 28.40 |
| Healthcare | 24.33 | 13.83 |
| Financial Services | 13.45 | 12.32 |
| Consumer Defensive | 11.61 | 6.26 |
| Communication Services | 9.54 | 8.27 |
| Consumer Cyclicals | 3.52 | 11.16 |
| Basic Materials | 3.26 | 2.55 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 98.56 |
| Japan | 0.00 | 0.07 |
| Asia Emerging | 0.00 | 0.07 |
| Latin America | 0.00 | 0.08 |
| Asia Developed | 0.00 | 0.05 |
| United Kingdom | 0.00 | 0.35 |
| Europe Developed | 0.00 | 0.79 |
| Africa/Middle East | 0.00 | 0.03 |