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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.57% 0.24% 621.13M 48727.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 200.97M Upgrade

Basic Info

Investment Strategy
The investment objectives of the Brompton ETF are to provide Unitholders with: (a) monthly distributions and (b) the opportunity for capital preservation, primarily through a portfolio of preferred shares of split share corporations (Split Corp. Preferred Shares).
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
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
--
--
--
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14.09%
4.93%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
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1.88%
--
--
--
1.23%
-3.31%
6.11%
9.03%
2.41%
--
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-2.60%
5.73%
4.02%
7.00%
As of December 13, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.39%
Stock 0.00%
Bond 2.33%
Convertible 0.00%
Preferred 97.28%
Other -0.00%
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Basic Info

Investment Strategy
The investment objectives of the Brompton ETF are to provide Unitholders with: (a) monthly distributions and (b) the opportunity for capital preservation, primarily through a portfolio of preferred shares of split share corporations (Split Corp. Preferred Shares).
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Brompton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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