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  5. HBA: Thoughts about HBA? [Hamilton Australian Bank Equal-Weight Index ETF]
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Investment Q&A

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Q: Thoughts about HBA? I was thinking about taking a small position it it. Returns have been excellent, the dividend is also good.
Asked by Carla on November 05, 2024
5i Research Answer:

HBA has done very well over the last year up 44% and paying over a 5% yield. It holds equal weight exposure to Australia's big-five banks which are said to have a similar risk/return structure to Canada's banks but are uncorrelated. The fee is 0.55% and it has $147M in net assets. We are not familiar enough with the Australian banking sector to give a firm opinion on this one but returns have certainly been strong and there could be diversification benefits.