Hamilton U.S. Mid/Small-Cap
Financials ETF

  • Ticker HUM

Launching soon: Invest in a higher growth category of U.S. financials

NYSE with flag

Coming Soon:

U.S. mid-cap financials was one of the best performing categories in the global financials sector over the past 20 years, materially outperforming large-cap financials

Investable universe of over 550 firms and more than US$1.6 trillion in market capitalization

Actively-managed by an experienced team of financial sector specialists

Expect less than 10% small caps; limited currency hedging

A GOOD FIT FOR INVESTORS WHO WANT:

Strong growth potential

Exposure to companies in higher growth markets with M&A potential

Premium category of companies trading at attractive valuation discount to long-term average

Diversified financials exposure including banks, wealth management, exchanges and other financials

PORTFOLIO MANAGERS

Jennifer Mersereau, FSA, CFA, ACIARobert Wessel, CA, CFABabak Assadi, CFAAditi Thapliyal, CFA, MBA

Jennifer Mersereau, FSA, CFA, ACIA
Rob Wessel, CA, CFA
Babak Assadi, CFA
Aditi Thapliyal, CFA, MBA

Our portfolio management team is driven by top experts in the financial services sector who have over 60 years of combined experience

We expect HUM to begin trading on the Toronto Stock Exchange in late June 2020.
Check back for more information.

  • Overview
  • Distributions
  • Documents

Fund Details

 

All Hamilton ETFs are available on the Toronto Stock Exchange (TSX) and can be used in DRIP, RRSP, RRIF, DPSP, RDSP, RESP and TFSA portfolios.
TickerHUM (CAD)
HUM.U (USD)
ExchangeToronto Stock Exchange (TSX)
CUSIP407866102
Inception DateTBD
Investment StyleActively-managed
AssetsTBD
YieldTBD
DistributionsQuarterly
Currency HedgingNone
Management Fee0.75%
AdministratorHorizons ETFs Management (Canada) Inc.
AuditorKPMG LLP

Distributions

Distributions will be reported here, once available

You can view public filings for the Hamilton U.S. Small/Mid-Cap Financials ETF (USD) on SEDAR.

Press Releases

View the latest HUM Press Releases

ETF Facts

HUM/HUM.U Fact Sheet (2020-05-11) English Français

PROSPECTUS

HUM/HUM.U Prospectus (2020-05-11) English Français

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