INVESTMENT OBJECTIVE
The HBP COMEX® Gold Bullion Bull Plus ETF seeks daily investment results, before fees, expenses, distributions, brokerage commissions and other transaction costs, that endeavour to correspond to two times (200%) the daily performance of the COMEX® Gold Bullion Index. If the HBP COMEX® Gold Bullion Bull Plus ETF is successful in meeting its investment objective, its net asset value should gain approximately twice as much, on a percentage basis, as the COMEX® Gold Bullion Index when the index rises on a given day. Conversely, the HBP COMEX® Gold Bullion Bull Plus ETFs net asset value should lose approximately twice as much, on a percentage basis, as the index when the index declines on a given day.
PRINCIPAL INVESTMENT STRATEGY
The HBP COMEX® Gold Bullion Bull+ ETF and the HBP COMEX® Gold Bullion Bear+ ETF take positions in financial instruments and/or equity securities to seek daily investment results, before fees and expenses, that correspond to twice the daily performance or inverse performance of the COMEX® Gold Bullion Index®. On specified dates these futures contracts are rolled mechanically into a subsequent futures contract before the current position expires according to a defined schedule. This mechanism also allows the investor to maintain an exposure to commodities over time.HBP ETFs are rebalanced daily, so risk is limited to the initial invested capital. As a result, 200%/-200% benchmark tracking over a longer period is dependent upon the extent of compounding and the underlying benchmark volatility. To minimize these effects, longer term investors should rebalance their HBP ETF holdings periodically.
FUTURES CURVE (MAY 31, 2009)
The current shape of the futures curve is important factor to consider when investing in commodities. For more information, please click here.
The HBP COMEX Gold Bullion Bull+ and Bear+ ETFs roll futures contracts each month in order to avoid physical delivery. The roll occurs over the 7th to 9th business days of each month at 2:30pm ET as follows:
7th : 25% into next nearby contract
8th : 25% into next nearby contract
9th : 50% into next nearby contract
For more details on the roll methodology, please click here.
ETF SNAPSHOT
| Ticker: | HBU / HBD |
|---|---|
| Inception Date: | January 22, 2008 |
| Cusip: | 440444107 / 440446102 |
| Exchange: | TSX |
| Underlying Index: | COMEX® Gold Bullion |
| Underlying Cash Market Hours: | 9:00EST - 1:30EST |
| Bloomberg Index Ticker: | CMDYGCER |
| Management Fee: | 1.15% |
| RSP and TFSA Eligible: | Yes |
| Portfolio Manager: | ProShare Advisors LLC |
PERFORMANCE (MAY 31, 2009)
| Bear (HBD) | Bull (HBU) | COMEX® Gold Bullion | |
|---|---|---|---|
| 1 Month | -17.55% | 19.75% | 9.76% |
| 3 Months | -11.87% | 3.78% | 3.54% |
| 6 Months | -38.02% | 31.82% | 18.95% |
| YTD | -26.01% | 15.02% | 10.16% |
| 1 Year | -36.40% | -0.20% | 7.88% |
| 3 Years | - | - | 10.13% |
| 5 Years | - | - | - |
| Since Inception | -29.43% | -4.08% | - |
HISTORICAL RETURNS
The following table shows the cumulative growth of $10,000 initial investment in the fund.
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