SWIN Stock Fund Price and Chart — TSX:SWIN

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About HAMILTON CHAMPIONS ENHANCED U S DIV UNITS HEDGED CAD

The fund seeks to provide a modest leverage of 1.25x to a portfolio of blue-chip US dividend growers through cash borrowing, short selling, and other specified derivatives. The underlying index follows a rules-based methodology, screening stocks based on dividend growth history, free-float market capitalization, and trading liquidity. Companies must have consistently increased dividends for a minimum number of years to be eligible. The underlying portfolio is equally weighted and rebalanced quarterly. As a geared product with daily resets, the fund is designed as a short-term tactical instrument and not a long-term investment vehicle. As a result, long-term returns could materially differ from those of the underlying index due to daily compounding.