Register for your free account and gain access to your "My ETFs" watch list. Located on the top panel of the Horizons ETFs website, "My ETFs" allows you to conveniently view pricing and NAV information about selected ETFs across all of your devices. All personal information is secure and will not be shared.
Many investors are now looking to replace their traditional higher-fee funds with ETFs to meet their long-term investment goals. With the growing number of ETFs available in Canada, this can be a daunting task. So we asked PŮR Investing Inc. to design a series of model portfolios* to illustrate how one could build a portfolio using our ETFs.
The team at PŮR Investing Inc. believes that managing risk is a key driver in delivering long-term performance. With this in mind, here are six Horizons ETFs model portfolios selected based on a portfolio size of $100,000. Using target risk asset allocation, the portfolios below are rebalanced quarterly to best maintain the appropriate level of market exposure and to meet the investment objective.
PŮR Investing Inc.'s proprietary investment management approach assigns a "Risk Rating" number to each model portfolio. This risk number implies that in any twelve month period their expected maximum negative total return is this risk number, with a projected statistical probability of 99%. It also suggests that over an investing time horizon of approximately 10 years, there would be a 95% statistical probability that the lowest expected total return performance of the portfolio would be the return of all capital plus inflation. PUR cannot project the maximum upside total return potential of the portfolio.
*Model portfolios are not sold under a single ticker through a broker. Should you choose to replicate a model portfolio, it will require multiple trades to purchase the individual ETFs at the outset and at the quarterly rebalances.
PŮR's approach to risk control is unique among private client managers. Portfolios are designed to consistently reflect an investor's risk requirements in all markets and to outperform their benchmarks by protecting capital in two ways: first, under normal market conditions, with volatility within historical averages, diversification is used to control risk; second, when volatility is historically high or low, PŮR uses a proprietary SmartRisk™ strategy. SmartRisk™ is a tactical asset allocation approach that automatically de-risks portfolios when markets are threatening (high volatility) and increases risk when volatility is low.
By accessing the website (this "Website") you acknowledge that you have read, understood, and agree to be bound by the notices set out below. If you do not agree with any of the notices, please discontinue use of this Website.
The Horizons Model Portfolios (the "Model Portfolios"), provided and updated by PŮR Investing Inc., are hypothetical and designed to illustrate how Horizons Exchange Traded Products could be combined to create solutions for different needs. The Model Portfolios have been categorized in general terms and not for specific investors. The Model Portfolios and the information related to them do not constitute, and are not to be construed as, investment advice. Any investment or allocation decisions should be made with the advice of a qualified investment professional with respect to individual circumstances, preferences, risk tolerance, and after reading the relevant prospectuses. AlphaPro Management Inc. and Horizons ETFs Management (Canada) Inc. (together, "Horizons") shall not have any liability, contingent or otherwise, to any person or entity for the quality, accuracy, timeliness and/or completeness of information in, or related to, the Model Portfolios, or for delays, omissions or interruptions in the delivery of such information. Horizons makes no warranty, express or implied, as to the results to be obtained by any person or entity in connection with any use of the Model Portfolios and any data related thereto, or any components thereof, and is not liable for any action or decision made by you in reliance on this Website or the information contained therein. Horizons is not an advisor as to legal, taxation, accounting, regulatory or financial matters in any jurisdiction, and is not providing any advice as to any such matter.
PŮR Investing Inc. ("PŮR") is a portfolio management and software development firm specializing in innovative strategies for investors, their advisors and pension plans. PŮR is a registered portfolio manager. For more information on the firm please visit www.purinvesting.com.
© 2017 Horizons Exchange Traded Funds Inc. All rights reserved.
Horizons ETFs is a Member of Mirae Asset Global Investments. Commissions, trailing commissions, management fees and expenses all may be associated with an investment in exchange traded products managed by AlphaPro Management Inc. and Horizons ETFs Management (Canada) Inc. (the "Horizons Exchange Traded Products"). The Horizons Exchange Traded Products are not guaranteed, their values change frequently and past performance may not be repeated. The prospectus contains important detailed information about the Horizons Exchange Traded Products. Please read the relevant prospectus before investing.
The Horizons Exchange Traded Products consist of the Horizons Index ETFs ("Index ETFs"), 2x Daily Bull and -2x Daily Bear ETFs ("2x Daily ETFs"), Inverse ETFs ("Inverse ETFs"), VIX ETFs (defined below) and active ETFs. The 2x Daily ETFs and certain other Horizons Exchange Traded Products use leveraged investment techniques that can magnify gains and losses and may result in greater volatility of returns. These Horizons Exchange Traded Products are subject to leverage risk and may be subject to aggressive investment risk and price volatility risk, which, where applicable, are described in their respective prospectuses. Each 2x Daily ETF seeks a return, before fees and expenses, that is either 200% or -200% of the performance of a specified underlying index, commodity or benchmark (the "Target") for a single day. Each Index ETF or Inverse ETF seeks a return that is 100% or -100%, respectively, of the performance of a Target. Due to the compounding of daily returns, a 2x Daily ETF's or Inverse ETF's returns over periods other than one day will likely differ in amount and possibly direction from the performance of their respective Target(s) for the same period. The Horizons Exchange Traded Products whose Target is the S&P 500 VIX Short-Term Futures Index™ (the "VIX ETFs"), one of which is a 2x Daily ETF and one of which is an Index ETF, as described in their prospectus, are speculative investment tools that are not conventional investments. The VIX ETFs' Target is highly volatile. As a result, the VIX ETFs are not generally viewed as stand-alone long-term investments. Historically, the VIX ETFs' Target has tended to revert to a historical mean. As a result, the performance of the VIX ETFs' Target is expected to be negative over the longer term and neither the VIX ETFs nor their Target are expected to have positive long term performance. Investors should monitor their holdings, as frequently as daily, to ensure that they remain consistent with their investment strategies.
*The indicated rates of return are the historical annual compounded total returns including changes in per unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. The rates of return shown in the table are not intended to reflect future values of the ETF or returns on investment in the ETF. Only the returns for periods of one year or greater are annualized returns.
The EURO STOXX 50® Futures Roll Index (Total Return) is the intellectual property (including registered trademarks) of STOXX Limited, Zurich, Switzerland (“STOXX”), Deutsche Börse Group or their licensors, which is used under license. Horizons EURO STOXX 50® Index ETF is neither sponsored nor promoted, distributed or in any other manner supported by STOXX, Deutsche Börse Group or their licensors, research partners or data providers and STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not give any warranty, and exclude any liability (whether in negligence or otherwise) with respect thereto generally or specifically in relation to any errors, omissions or interruptions in the relevant index or its data.
"Standard & Poor's®" and "S&P®" are registered trademarks of Standard and Poor's® Financial Services LLC ("S&P"), "TSX®" is a registered trademark of TSX Inc.("TSX"), and Morningstar® is a registered trademark of Morningstar Research Inc. ("Morningstar"). These marks have been licensed for use by AlphaPro Management Inc. and Horizons ETFs Management (Canada) Inc. where applicable. The Horizons Exchange Traded Products are not sponsored, endorsed, sold, or promoted by S&P, TSX, or Morningstar and their affiliated companies and none of these parties make any representation, warranty or condition regarding the advisability of buying, selling or holding units/shares in the Horizons Exchange Traded Products. All trademarks/service marks are registered by their respective owners. None of the owners thereof or any of their affiliates sponsor, endorse, sell, promote or make any representation regarding the advisability of investing in the Horizons Exchange Traded Products.
The mark and name “Hang Seng High Dividend Yield Index” (the “Index”) is proprietary to Hang Seng Data Services Limited (“HSDS”) which has licensed its compilation and publication to Hang Seng Indexes Company Limited (“HSIL”). HSIL and HSDS have agreed to the use of, and reference to, the Index by Horizons ETFs Management (Canada) Inc. (“the Issuer”) in connection with the Horizons China High Dividend Yield Index ETF (the “Product”). However, neither HSIL nor HSDS warrants, represents or guarantees to any person the accuracy or completeness of the Index, its computation or any information related thereto and no warranty, representation or guarantee of any kind whatsoever relating to the Index is given or may be implied. Neither HSIL nor HSDS accepts any responsibility or liability for any economic or other loss which may be directly or indirectly sustained by any person as a result of or in connection with the use of and/or reference to the Index by the Issuer in connection with the Product, or any inaccuracies, omissions or errors of HSIL in computing the Index. Any person dealing with the Product shall place no reliance whatsoever on HSIL and/or HSDS nor bring any claims or legal proceedings against HSIL and/or HSDS in any manner whatsoever. For the avoidance of doubt, this disclaimer does not create any contractual or quasi-contractual relationship between any broker or other person dealing with the Product and HSIL and/or HSDS and must not be construed to have created such relationship. Click here to read more
Horizons ETFs is committed to providing a respectful, welcoming and accessible environment for all persons with disabilities; treating all individuals in a way that allows them to maintain their dignity and independence. We are devoted to offering our services in a manner that is accessible to all clients.
We believe in integration and equal opportunity, which is why we are committed to a workplace that is accessible and enables our employees to participate fully. Our policies are designed to keep the recruitment, retention and development of talent impartial and barrier-free. Every employee is expected to contribute to creating and sustaining such a workplace. Horizons ETFs ensures that all individuals are aware of their rights and responsibilities to promote an accessible working environment for persons with disabilities.
Upon request, Horizons ETFs will provide a copy of the policy for those individuals requesting it, in accessible format that takes into account the person’s disability, if any. We welcome and appreciate feedback regarding this policy. To obtain a copy of the policy or to comment on its content, please contact our Human Resources department and the email provided below.
Mail: Horizons ETFs Management (Canada) Inc.
Attn: Human Resources Department
26 Wellington Street East, Suite 700
Toronto, Ontario, M5E 1S2