Description: The investment objective of Horizons HEX is to provide Unit holders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization Canadian companies; and (b) monthly distributions of dividend and call option income. Horizons HEX will invest primarily in a portfolio of equity and equity related securities of Canadian companies that, as at the Constituent Reset Date, are amongst the largest by market capitalization and most liquid issuers on the TSX.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: Canadian Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Equity | 98.97 | 0.00 | 98.97 |
| US Equity | 0.96 | 0.00 | 0.96 |
| Cash | 0.71 | 0.00 | 0.71 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 35.02 | 29.04 |
| Energy | 18.48 | 14.46 |
| Industrials | 12.40 | 14.97 |
| Basic Materials | 9.91 | 9.01 |
| Technology | 6.00 | 6.80 |
| Communication Services | 5.72 | 4.95 |
| Consumer Cyclicals | 5.12 | 7.94 |
| Utilities | 3.41 | 4.11 |
| Consumer Defensive | 3.34 | 5.74 |
| Real Estate | 0.60 | 2.47 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 99.41 |
| Australasia | 0.00 | 0.00 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.03 |
| Asia Developed | 0.00 | 0.04 |
| United Kingdom | 0.00 | 0.24 |
| Europe Emerging | 0.00 | 0.07 |
| Europe Developed | 0.00 | 0.08 |
| Africa/Middle East | 0.00 | 0.03 |