Harvest Global REIT Leaders Income ETF

The fund is actively managed to provide exposure to large cap REIT issuers in developed markets, excluding Canada. The fund aims for capital appreciation, monthly cash distributions, and lower overall volatility compared to investing in the individual securities that comprise the investable universe. To achieve lower volatility, the fund will write covered call options on up to 33% of the eligible securities within the portfolio. HGR invests in 20 to 30 securities, all of which must have a market cap of at least $2 billion at the time of investment, and have only equity securities that are listed on a recognized stock exchange of a developed market. Each issuer is capped at 6% of the fund’s NAV. Reconstitution and rebalancing is done quarterly.