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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.96% 0.11% 37.20M 1467.17
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.32% 47.68% 10.04M Upgrade

Basic Info

Investment Strategy
The investment objectives of the Fund are to provide Unitholders with (i) stable monthly cash distributions; (ii) the opportunity for capital appreciation; and (iii) lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of European Dividend Growth Companies directly. The Fund will seek to hedge substantially all of its exposure to foreign currencies back to the Canadian dollar.The Fund has been created to provide investors with exposure to an equal-weight portfolio of equity securities of largecapitalization European Dividend Growth Companies. The Manager expects that between 20 and 25, but no fewer than 20, European Dividend Growth Companies will comprise the Portfolio at any given time.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Europe
Peer Group European Equity
Global Macro Equity Europe
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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--
--
--
--
--
--
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Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
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--
--
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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
-13.56%
41.00%
0.83%
24.90%
-19.52%
12.37%
12.25%
19.04%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.10%
-5.64%
10.31%
-1.88%
17.44%
-10.35%
20.21%
9.33%
38.55%
--
18.01%
7.36%
12.16%
-14.40%
17.31%
8.94%
28.06%
-8.10%
18.32%
3.19%
16.34%
-10.54%
17.37%
9.35%
27.89%
-7.99%
18.12%
3.01%
15.66%
-10.02%
16.70%
10.73%
28.14%
As of December 19, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.40%
Stock 100.4%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment objectives of the Fund are to provide Unitholders with (i) stable monthly cash distributions; (ii) the opportunity for capital appreciation; and (iii) lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of European Dividend Growth Companies directly. The Fund will seek to hedge substantially all of its exposure to foreign currencies back to the Canadian dollar.The Fund has been created to provide investors with exposure to an equal-weight portfolio of equity securities of largecapitalization European Dividend Growth Companies. The Manager expects that between 20 and 25, but no fewer than 20, European Dividend Growth Companies will comprise the Portfolio at any given time.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Europe
Peer Group European Equity
Global Macro Equity Europe
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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