Examples of Brand Leaders in a sentence
The Fund’s investment objectives are to provide unitholders with monthly cash distributions, the opportunity for capital appreciation and lower overall volatility of Portfolio returns than would otherwise be experienced by owning Equity Securities of the Brand Leaders directly.
Brand Leaders Income Fund (the “Fund”) is an investment fund established under the laws of the Province of Ontario pursuant to a Declaration of Trust dated June 29, 2011 and as amended and restated, being the inception date.
On September 19, 2016, unitholders approved the conversion of the Series A and Series U units of the Fund into an Exchange Traded Fund (“ETF”) effective October 24, 2016 and the name of the Fund changed to Brand Leaders Plus Income ETF.
On June 14, 2018, the Fund changed its name from Brand Leaders Plus Income ETF to Harvest Brand Leaders Plus Income ETF.
As part of the investment strategy, the Fund will invest in an equally-weighted portfolio of equity securities of 15 Brand Leaders from the Brand Leaders Investable Universe that have a market capitalization of at least US$10 billion at the time of investment.
As part of the investment strategy, the Fund will invest in an equally-weighted portfolio of equity securities of 20 Brand Leaders from the Brand Leaders Investable Universe1 that have a market capitalization of at least US$10 billion at the time of investment.
Harvest Brand Leaders Plus Income ETF (the “Fund”) is an investment fund established under the laws of the Province of Ontario pursuant to a Declaration of Trust dated June 26, 2014 and as amended and restated, being the inception date.
INVESTMENT OBJECTIVES AND STRATEGY The Fund has been created to provide investors with exposure to a portfolio (“Portfolio”) of Equity Securities of issuers selected from the world’s top 100 rated brand companies, as recognized by Interbrand in its annual study of the best global brands (the “Brand Leaders”), from the Brand Leaders Investable Universe.
As part of the investment strategy, the Fund will invest in an equally-weighted portfolio of equity securities of 20 Brand Leaders from the Brand Leaders Investable Universe that have a market capitalization of at least US$10 billion at the time of investment.
INVESTMENT PRODUCT The Brand Leaders Income Fund (the “Fund”) invests in an equally-weighted portfolio of fifteen of the world’s top one hundred rated brand companies, each with a market capitalization of at least US$10 billion.