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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.00% 12.69M 1063.30
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.70% 20.30% -8.651M Upgrade

Basic Info

Investment Strategy
The investment objective of the Fund is to seek to generate long-term growth and capital appreciation by investing in a concentrated portfolio of publicly-traded equity securities of Canadian companies that that pay, or are expected to pay, a dividend.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada Income
Peer Group Canadian Dividend & Income Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Bristol Gate Capital Partners
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
29.04%
0.70%
18.08%
-6.21%
18.85%
13.77%
5.91%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
-11.41%
25.41%
1.63%
21.14%
-5.59%
21.23%
11.49%
11.10%
--
--
--
--
--
--
38.02%
17.91%
-9.14%
24.81%
1.57%
16.60%
-6.72%
13.35%
19.79%
20.54%
--
--
--
--
--
--
20.82%
28.27%
As of December 12, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.42%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Basic Info

Investment Strategy
The investment objective of the Fund is to seek to generate long-term growth and capital appreciation by investing in a concentrated portfolio of publicly-traded equity securities of Canadian companies that that pay, or are expected to pay, a dividend.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada Income
Peer Group Canadian Dividend & Income Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Bristol Gate Capital Partners
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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