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  5. HBF: What are your thoughts on this ETF for retirement income ? [Harvest Brand Leaders Plus Income ETF]
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Investment Q&A

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Q: What are your thoughts on this ETF for retirement income ? Thanks Steve
Asked by STEVE on November 27, 2023
5i Research Answer:

We like HBF for income. It was hit hard in 2022, with returns of negative14.67%, so it is definitely not immune to volatility in the greater markets. It does however hold some of the world’s top brands which should show long term staying power, and it should do well in a interest-rate-pivot recovery. Management fee is 0.96% which is fairly high for an income-focused fund. Five year return is 8.42%, which is decent. Its top holdings are alll well-know US consumer brand companies.