Brompton Enhanced Multi-Asset Income ETF (BMAX.TO)
Company overview
This actively managed, multi-asset portfolio functions as a fund-of-funds, investing in both equity and debt instruments, either directly or indirectly through other exchange-traded funds (ETFs). Its equity-related holdings can include convertible and preferred shares, income trust units, single-issuer equity options, contingent-capital securities, and warrants. For fixed income, the fund considers hybrid securities, along with subordinated and senior debt obligations. The fund manager expects to dedicate the majority of the net assets to a specific allocation: 70% in Equity Covered Call ETFs, 20% in Fixed Income ETFs, and 10% in Split Preferred Shares. Nevertheless, these proportions are flexible and may be altered periodically based on the manager's market outlook and other relevant factors. The fund may also utilize derivative tools, such as futures and forward contracts, for risk management purposes.
No price history available.
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Brompton Enhanced Multi-Asset Income ETF (BMAX.TO)
No price history available.
This actively managed, multi-asset portfolio functions as a fund-of-funds, investing in both equity and debt instruments, either directly or indirectly through other exchange-traded funds (ETFs). Its equity-related holdings can include convertible and preferred shares, income trust units, single-issuer equity options, contingent-capital securities, and warrants. For fixed income, the fund considers hybrid securities, along with subordinated and senior debt obligations. The fund manager expects to dedicate the majority of the net assets to a specific allocation: 70% in Equity Covered Call ETFs, 20% in Fixed Income ETFs, and 10% in Split Preferred Shares. Nevertheless, these proportions are flexible and may be altered periodically based on the manager's market outlook and other relevant factors. The fund may also utilize derivative tools, such as futures and forward contracts, for risk management purposes.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free