Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
11.37% -0.88% -- 141772.9
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.05% -- -- Upgrade

Basic Info

Investment Strategy
The investment objectives for the Preferred Shares are to provide their holders with fixed cumulative preferential cash distributions in the amount of $0.1375 per Preferred Share ($0.55 per annum or 5.5% per annum onthe Offering price of $10.00 per share) until September 27, 2024 and to return the original issue price to holders of Preferred Shares on the Maturity Date.
General
Security Type Closed-End Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Brompton
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)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% 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
-49.41%
69.85%
-33.03%
132.4%
-2.05%
-6.08%
62.06%
29.04%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.20%
5.92%
14.74%
0.52%
12.80%
-4.63%
5.00%
20.28%
5.85%
-2.12%
19.42%
-1.89%
17.06%
-8.18%
8.03%
13.10%
9.10%
-2.09%
19.42%
-2.49%
10.42%
-5.76%
5.47%
13.65%
8.93%
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0.62%
12.19%
-4.38%
7.63%
24.57%
21.77%
As of December 14, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.37%
Stock 99.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment objectives for the Preferred Shares are to provide their holders with fixed cumulative preferential cash distributions in the amount of $0.1375 per Preferred Share ($0.55 per annum or 5.5% per annum onthe Offering price of $10.00 per share) until September 27, 2024 and to return the original issue price to holders of Preferred Shares on the Maturity Date.
General
Security Type Closed-End Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Brompton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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