The Hamilton Capital Global Financials Yield ETF (HFY) is scheduled to launch on February 7th, 2017. The objective of the fund is to offer attractive returns from regular/quarterly distribution income and capital appreciation by investing in global financials. Put differently, the aspiration of the fund is for the ETF to generate “REIT-like yields, with positive rate sensitivity”.

HFY is a global ETF which means its investable universe provides a dramatically greater number of investment opportunities compared to a Canada-only fund (where the selections of companies is dominated by 9 large-caps). To illustrate, as the chart below highlights, the universe of higher yielding financials is vast, and includes nearly 400 financials that pay a yield of greater than 5%, spread over the various sub-sectors of the financials and geographies.

We searched the world for dividends,
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HFY
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-chip 
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2017-01-16-hfy-universe-of-higher-yielding-global-financials-includes-400-firms-yielding-more-than-5

The universe of global financials that pay a yield of greater than 6% is also very large. In fact, as the chart below highlights, there are ~250 global financials that pay a yield over 6% spread across the global financial services universe.

2017-01-16-hfy-universe-of-higher-yielding-global-financials-includes-400-firms-yielding-more-than-5

Note: Comments, charts and opinions offered in this commentary are produced by Hamilton Capital and are for information purposes only. They should not be considered as advice to purchase or to sell mentioned securities. Any information offered is believed to be accurate, but is not guaranteed.

 

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