Key stats
About BROMPTON NR AMERN LW VLTLTY DVD ETF CAD UNIT
Home page
Inception date
Apr 30, 2020
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Dividend treatment
Distributes
Primary advisor
Brompton Funds Ltd.
The fund is an actively managed fund that focuses mainly on reducing overall volatility while seeking stable monthly distributions and capital appreciation. The fund holds a diversified portfolio of North American large-cap securities from any sector and industry groups. Companies that meet the funds market-cap requirement are further evaluated using a proprietary analysis that uses a combination of quantitative and fundamental metrics in order to achieve lower portfolio volatility as compared to broader US or Canadian equity markets. Call options are then written at the fund managers discretion in an effort to generate additional returns. The fund is currency-hedged for CAD investors.
Classification
What's in the fund
Exposure type
Industrial Services
Consumer Non-Durables
Finance
Retail Trade
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.