Key stats
About CI EUROPE HEDGED EQUITY INDEX ETF HEDGED UNIT
Home page
Inception date
Jul 12, 2016
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Return of capital
Income tax type
Capital Gains
Primary advisor
CI Investments, Inc.
The fund targets dividend-paying firms and comes with an export tilt. While the fund covers European companies specifically trading in Euro, it also screens for companies that generate at least half of their sales from exports outside the Eurozone. As a subset of WisdomTree International Equity Index, the underlying index excludes companies with potential higher risk by applying a composite risk factor screen based on financial quality metrics (identified by ROE & ROA trends, gross profits, and cash flows relative to assets). Momentum factors based on 6- and 12-month risk adjusted total returns are also considered. In addition, the index is dividend-weighted, with each individual security capped at 5%. Country and sector weights are capped at 20%. The index is rebalanced and reconstituted annually.
Related funds
Classification
What's in the fund
Exposure type
Finance
Consumer Non-Durables
Producer Manufacturing
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EHE trades at 34.20 CAD today, its price has fallen −1.38% in the past 24 hours. Track more dynamics on EHE price chart.
EHE net asset value is 34.36 today — it's fallen 1.93% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EHE assets under management is 1.73 M CAD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
EHE price has fallen by −3.07% over the last month, and its yearly performance shows a 1.79% increase. See more dynamics on EHE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −1.93% over the last month, have fallen by −1.93% over the last month, showed a 10.76% increase in three-month performance and has increased by 6.91% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by −1.93% over the last month, have fallen by −1.93% over the last month, showed a 10.76% increase in three-month performance and has increased by 6.91% in a year.
EHE fund flows account for 0.00 CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EHE invests in stocks. See more details in our Analysis section.
EHE expense ratio is 0.78%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EHE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, EHE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EHE shows the buy signal. See more of EHE technicals for a more comprehensive analysis.
Today, EHE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EHE shows the buy signal. See more of EHE technicals for a more comprehensive analysis.
Yes, EHE pays dividends to its holders with the dividend yield of 2.62%.
EHE trades at a premium (0.48%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EHE shares are issued by CI Financial Corp.
EHE follows the CI WisdomTree Europe Hedged to CAD Equity Index - CAD. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 12, 2016.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.