HHHAMILTON CHAMPIONS ENHANCED U S DIV UNITS HEDGED CAD
15.93CADD
+0.02+0.13%
At close at Mar 6, 22:16 GMT
CAD
No trades
Key stats
About HAMILTON CHAMPIONS ENHANCED U S DIV UNITS HEDGED CAD
Home page
Inception date
Jan 28, 2025
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Synthetic
Primary advisor
Hamilton Capital Partners, Inc.
The fund seeks to provide a modest leverage of 1.25x to a portfolio of blue-chip US dividend growers through cash borrowing, short selling, and other specified derivatives. The underlying index follows a rules-based methodology, screening stocks based on dividend growth history, free-float market capitalization, and trading liquidity. Companies must have consistently increased dividends for a minimum number of years to be eligible. The underlying portfolio is equally weighted and rebalanced quarterly. As a geared product with daily resets, the fund is designed as a short-term tactical instrument and not a long-term investment vehicle. As a result, long-term returns could materially differ from those of the underlying index due to daily compounding.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Feb '25
0.00
0.01
0.02
0.02
0.03
Dividend amount
Dividend payout history
Ex-date
Record date
Pay date
Amount
Frequency
Feb 28, 2025
Feb 28, 2025
Mar 7, 2025
0.030
Monthly