Key stats
About HAMILTON GLOBAL FINANCIALS ETF UNIT CL E
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Inception date
Jun 26, 2020
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
Hamilton Capital Partners, Inc.
The fund is actively managed to provide exposure to financial services companies primarily listed in major global exchanges. The fund aims for consistent long-term growth and dividend income. Financial services companies may include, but are not limited to, commercial and investment banks, insurance companies, brokerages, asset managers, exchanges, financial technology companies, real estate investment trusts and other investment companies. To determine which stocks are eligible, the fund manager uses his expertise and a specialized analysis, reviewing a companys attributes such as valuation and growth prospects, its macro environment, including, GDP growth, inflation and interest rate trends, fiscal and monetary policies, and regulatory and sector trends. The fund may hedge up to 100% of the ETFs non-Canadian dollar currency exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks100.71%
Finance91.43%
Commercial Services6.17%
Technology Services2.40%
Bonds, Cash & Other−0.71%
Cash−0.71%
Stock breakdown by region
North America54.87%
Europe34.19%
Asia8.65%
Oceania2.29%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history