Key stats
About HAMILTON CHAMPIONS ENHANCED CANADI UNITS CLASS E
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Inception date
Jan 28, 2025
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
Hamilton Capital Partners, Inc.
The fund seeks to provide a modest leverage of 1.25x to a portfolio of blue-chip Canadian 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 | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF124.68%
Cash−24.68%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history