Hamilton Enhanced Canadian Bank ETF (HCAL.TO)

ETF profile

Hamilton Enhanced Canadian Bank ETF (HCAL.TO)

Country: CanadaSector: Financial ServicesIndustry: Asset ManagementExchange: TSX

Company overview

The fund strives to achieve 1.25x the performance of its target index by adopting a strategic use of leverage, with a ceiling of 125% of its NAV. The fund utilizes borrowing and derivatives to effectively mirror the equity stakes in six prominent Canadian banks, balancing them equally within its investment portfolio. The criteria for selecting banks into the index focus on financial health, stipulating minimum requirements for market cap and daily trading volumes, prioritizing the banks' stability and the likelihood of strong returns. Additionally, the fund may invest in a range of securities or other investment funds to secure direct or indirect exposure to the index's constituents, keeping total leverage from borrowing cash, derivatives, and short selling under 25% of its NAV. The fund undergoes a semi-annual review to align with the index's results accurately.

WebsiteN/A
SectorFinancial Services
IndustryAsset Management
CountryCanada
Trades inCAD
Current price
49.38-0.60%
Benchmarks

No price history available.

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

Hamilton Enhanced Canadian Bank ETF (HCAL.TO)

HCAL.TO · TSX · Financial Services
49.38-0.60%
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No price history available.

About

The fund strives to achieve 1.25x the performance of its target index by adopting a strategic use of leverage, with a ceiling of 125% of its NAV. The fund utilizes borrowing and derivatives to effectively mirror the equity stakes in six prominent Canadian banks, balancing them equally within its investment portfolio. The criteria for selecting banks into the index focus on financial health, stipulating minimum requirements for market cap and daily trading volumes, prioritizing the banks' stability and the likelihood of strong returns. Additionally, the fund may invest in a range of securities or other investment funds to secure direct or indirect exposure to the index's constituents, keeping total leverage from borrowing cash, derivatives, and short selling under 25% of its NAV. The fund undergoes a semi-annual review to align with the index's results accurately.

SectorFinancial Services
IndustryAsset Management
CountryCanada
Trades inCAD

For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.

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