BCHI Overview

Ninepoint Partners Announcement: Ninepoint Partners LP has announced increases in the anticipated initial monthly distribution rates for certain Ninepoint HighShares ETFs, which will be traded on the Toronto Stock Exchange.

Distribution Details: The first monthly distributions are expected to be paid around October 9, 2025, with record dates set for September 29, 2025. Specific ETFs have varying new anticipated monthly distributions.

Investment Management Firm: Ninepoint is a leading alternative investment management firm in Canada, managing approximately $7 billion in assets and offering diverse investment strategies across various asset classes.

Risks and Considerations: Investors are advised of potential risks associated with ETF investments, including market fluctuations and tax implications, and should read the prospectus carefully before investing.

New ETF Launch: Ninepoint Partners LP has launched eleven new HighShares ETFs on the Toronto Stock Exchange, providing Canadian investors with diverse investment options.

ETFs Overview: The newly listed ETFs include single-stock options from major companies like Barrick Gold, BCE, and Shopify, along with a wrap portfolio called Ninepoint Enhanced Canadian HighShares ETF for broader exposure.

Investment Benefits: These ETFs feature low management fees (0% until February 2026), higher monthly yields compared to holding stocks directly, and tax-efficient distributions.

Company Background: Ninepoint Partners LP is a leading alternative investment management firm in Canada, managing approximately $7 billion in assets and offering various innovative investment solutions.

Introduction of Ninepoint HighShares ETFs: Ninepoint Partners LP is launching a suite of HighShares ETFs on the Toronto Stock Exchange starting August 22, 2025, aimed at providing Canadian investors with high monthly income from blue-chip stocks.

Management Fees and Income Strategy: The ETFs will have waived management fees until February 28, 2026, and utilize a covered call strategy to enhance cash flow and deliver income directly to shareholders.

Investment Accessibility: Each ETF focuses on well-known Canadian companies across various sectors, allowing investors to target specific stocks or diversify their investments, starting at just $10 per share.

Tax Efficiency and Distribution: Distributions from the ETFs will be tax-efficient, paid in forms such as eligible dividends or capital gains, making them an attractive option for investors seeking to grow wealth while generating reliable income.

Launch of New ETF: GMO has introduced the GMO Systematic Investment Grade Credit ETF (INVG), which utilizes a factor-based quantitative approach to invest in U.S. investment grade corporate credit, aiming to generate alpha through various investment factors.

Investment Strategy and Goals: The ETF is designed for investors seeking systematic exposure to high-quality corporate credit while minimizing risk, leveraging GMO's expertise in quantitative investing and credit analysis to maximize risk-adjusted returns.

Municipal-Bond Market Insights: Morgan Stanley and BlackRock share their perspectives on investing in the municipal-bond market in this week's ETF Wrap.

Contact Information: Feedback and tips can be sent to the provided email addresses, and social media handles for the authors are also shared for further engagement.

Launch of GMO Beyond China ETF: GMO has introduced the GMO Beyond China ETF (NYSE: BCHI) to capitalize on the global supply chain shift away from China, targeting emerging markets like India, Mexico, and Vietnam through a carefully selected portfolio of up to 100 stocks.

Investment Strategy and Approach: The ETF employs a three-step investment strategy that includes top-down country allocation, thematic sector identification, and rigorous stock selection based on value discipline, aiming to capture opportunities arising from changes in global manufacturing dynamics.