Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.96% 0.18% 60.87M 2550.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.71% 55.50% 8.472M 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 Healthcare Companies directly. The Fund will seek to hedge substantially all of its exposure to foreign currencies back to the Canadian dollar.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health Care Equity
Global Macro Equity Industry Sector
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
5.61%
24.04%
4.49%
25.33%
-14.68%
-3.48%
-0.21%
12.69%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.20%
--
23.54%
6.08%
27.40%
1.94%
0.44%
-0.72%
11.82%
--
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--
--
--
--
10.42%
3.70%
--
--
--
--
-1.38%
1.22%
10.28%
8.09%
2.13%
14.04%
5.24%
23.98%
1.20%
6.72%
3.85%
9.06%
As of December 14, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.29%
Stock 100.3%
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 Healthcare Companies directly. The Fund will seek to hedge substantially all of its exposure to foreign currencies back to the Canadian dollar.
General
Security Type Exchange-Traded Fund
Broad Asset Class Miscellaneous
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health Care Equity
Global Macro Equity Industry Sector
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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