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  5. ETHI: The last question for this ETF was in August of 2021. [Horizons Global Sustainability Leaders Index ETF]
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Investment Q&A

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Q: The last question for this ETF was in August of 2021. What is your latest assessment?

Thanks.

Asked by Jerry on January 08, 2024
5i Research Answer:

The fund focuses on 'climate change leaders' and is now up to $93M in assets. Fees are 0.54%, and its one-year return is 20.67%. Three year 4.23%. Five year 15.24%. Its holdings look fine to us, but are nothing special in terms of selection (typical US large cap names). It is 69% US right now with Japan the second largest exposure at 9.2%. Semi conductors are 11.8%, Financials 10.8% and software 10.5%. We would consider it decent enough, for its specialized category.