HUTE.TO Review: Harvest Equal Weight Global Utilities Enhanced Income ETF - Canada
Harvest Equal Weight Global Utilities Enhanced Income ETF - Canada (HUTE.TO) is a sector based fund - utilities listed on the TSX. Below is our independent review using the Dependable Income Investing 13-factor scoring system, covering Fund Attributes, Risk, and Return β designed specifically for income-focused investors.
Fund Attributes 20% of overall score
Fund Attributes cover the foundational characteristics of HUTE.TO: cost, company backing, track record, and size. These factors reflect the fund's stability and cost-efficiency.
Expense Ratio
Management expense ratio is 2.25% - high due to the leverage costs.
Fund Company Size
Harvest has over $7 billion in assets under management.
Fund History
Inception date was October 25 2022.
Fund AUM
About $50 million in assets under management - a small fund.
Risk 35% of overall score
Risk factors evaluate how HUTE.TO manages volatility, diversification, and the nature of its underlying assets. These are critical for income investors who prioritise capital preservation.
Volatility
Lower volatility may indicate more stability β important for investors living off their income.
Sector Diversification
Holding across more sectors reduces the impact of any single industry downturn.
Geographic Diversification
Exposure across geographies can reduce risk from any single country's economic conditions.
Fund Risk
The fund's overall risk profile, based on self-reported classifications where available.
Underlying Assets
What the fund actually holds β stocks, bonds, synthetics, or other funds β affects risk profile significantly.
See our full Risk analysis for HUTE.TO β including analyst notes on volatility, diversification, and underlying assets.
View Plans βReturn 45% of overall score
Return factors assess the income generation quality of HUTE.TO: current yield, distribution consistency, price history, and payment frequency. This is the most heavily weighted category for income investors.
Yield
The current dividend yield, reflecting the annual income generated relative to fund price.
Yield Stability
How consistent the distribution amounts have been over time β critical for income investors who budget around payments.
Capital History
The fund's track record of price appreciation or depreciation, reflecting total return alongside income.
Distribution Frequency
How often the fund pays distributions β monthly payments are generally preferred by income investors.
See our full Return analysis for HUTE.TO β yield rating, distribution consistency score, and capital history.
View Plans βOur Review Methodology
Every fund reviewed on Dependable Income Investing is scored using our 13-factor Fund Report Card, organised into three weighted categories: Fund Attributes (20%), Risk (35%), and Return (45%). Each criterion is rated 1β5 by our analysts based on publicly available fund data.
We also calculate a Dependability Score β a weighted composite of six income-specific factors ranked by importance for retirement income investors: Yield Stability, Yield, Volatility, Capital History, Fund Risk, and Underlying Assets. This score is designed to answer the question income investors care about most: can I depend on this fund to pay me reliably?
Full scores, ratings, and analyst notes are available in the Dependable Income Investing app.
Frequently Asked Questions About HUTE.TO
What is HUTE.TO's expense ratio?
Management expense ratio is 2.25% - high due to the leverage costs.
How long has HUTE.TO been trading?
Inception date was October 25 2022.
How large is HUTE.TO by assets under management?
About $50 million in assets under management - a small fund.
Who manages HUTE.TO?
Harvest has over $7 billion in assets under management.
Where can I see the full HUTE.TO review?
The complete 13-factor review β including all Risk and Return scores, analyst notes, and your Dependability Score β is available in the Dependable Income Investing app.
Also Compare HUTE.TO
See the Full HUTE.TO Review
The Dependable Income Investing app gives you the complete picture: all 13 scoring factors, analyst notes, Dependability Score, and tools to compare HUTE.TO against other income funds side by side.
View Plans βAlso available: free fund comparison tools in the app.
