The Horizons Balanced TRI ETF Portfolio (TSE:HBAL) is a dynamic investment vehicle designed for those seeking a harmonious blend of income generation and capital appreciation. As an asset allocation ETF, HBAL strategically navigates the complex financial landscape to deliver a balanced target outcome, making it a compelling choice for investors who value stability and growth in equal measure.
This ETF stands out within the niche of Income & Capital Appreciation by employing a sophisticated approach to asset distribution, marrying a diversified mix of equities and fixed income securities. Its objective is to provide a seamless balance between risk and return, tailored to cater to investors aiming for a comprehensive growth strategy without compromising steady income.
With its unique focus on target outcome, the Horizons Balanced TRI ETF Portfolio is meticulously crafted to meet the evolving needs of modern investors. It leverages the Total Return Index (TRI) methodology, which reinvests dividends and interest income, thus optimizing the overall return potential. This aspect not only enhances the growth trajectory but also ensures a tax-efficient strategy, appealing to those mindful of maximizing after-tax returns.
In essence, HBAL offers a robust solution for investors who desire a well-rounded investment portfolio that adapts to market fluctuations while maintaining a clear path towards financial goals. Whether you are a seasoned investor or new to the investment world, the Horizons Balanced TRI ETF Portfolio provides a balanced, sophisticated approach to achieving both income and capital growth.
Asset Class
Asset Allocation
Region
Global
Issuer
Global X
Index Tracked
No Underlying Index
Ticker Symbol
TSE:HBAL
Horizons Balanced TRI ETF Portfolio (HBAL) Fund Flow Chart
Horizons Balanced TRI ETF Portfolio (HBAL) 1 year Net Flows: -C$23K