HBIE - Harvest: Balanced Income and Growth Enhanced ETF

May 9, 2025

Blending Stability and Cash Flow in One ETF

The Harvest Balanced Income and Growth Enhanced ETF (HBIE) is designed for investors seeking stability and consistent income. As a Canadian balanced ETF, HBIE provides diversified exposure to both equities and fixed income, while applying an active covered call strategy to generate enhanced monthly distributions. HBIE also employs modest leverage at approximately 25%, aiming to enhanced monthly income and growth potential. This structure is intended to support a steady income stream while offering balanced portfolio exposure to growth and income assets.

For investors seeking a more hands-off, diversified strategy, HBIE offers an all-in-one solution. It’s positioned to navigate changing market conditions while aiming to reduce volatility. HBIE trades on the TSX and is part of Harvest’s broader suite of income-focused ETFs tailored for Canadians looking for consistent returns and diversified risk.

Key Points:

· Balanced ETF combining equities and fixed income

· Enhanced monthly income through covered calls

· Designed for long-term income and portfolio stability

· TSX-listed and actively managed

· Employs modest leverage at approximately 25% To learn more about Harvest Balanced Income and Growth Enhanced ETF (HBIE), please click the request investor info button.

To learn more about Harvest Balanced Income and Growth Enhanced ETF (HBIE), please click the request investor info button.

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