Key stats
About BROMPTON GLOBAL DIVIDEND GROWTH ETF CAD UNITS
Expense ratio
1.15%
Home page
Inception date
Oct 17, 2018
ISIN
CA11221W1095
The fund is an actively managed fund that seeks stable monthly distributions, capital appreciation, and reduced volatility by investing in a concentrated portfolio of at least 20 global dividend growth companies that have a history, or the fund manager believes to have a future likelihood of dividend growth. Starting with the broad, global large-cap space, the fund manager uses a top-down analysis which comprises of various factors including macroeconomic and political conditions as well as sector fundamentals. In addition, each firms dividend growth potential, valuation, profitability, current dividend yield, balance sheet strength, and liquidity are also considered. Call options are then written at the fund managers discretion in order to optimize earnings and to achieve lower overall portfolio volatility. The fund is currency-hedged for CAD investors.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Producer Manufacturing
Stock breakdown by region