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Morningstar

Bristol Gate Concentrated Cdn Eq ETF BGC

Morningstar Medalist Rating
Medalist Rating as of | See Bristol Gate Capital Partners Investment Hub

Morningstar’s Analysis BGC

Will BGC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bristol Gate Concentrated Cdn Eq ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGC

More BGC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Thomson Reuters Corp

5.23 1.0 Mil
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

5.17 992,040
Financial Services

Dollarama Inc

5.09 976,629
Consumer Defensive

Stella-Jones Inc

4.94 949,172
Basic Materials

Visa Inc Class A

4.81 924,282
Financial Services

Jamieson Wellness Inc

4.77 916,105
Consumer Defensive

Alimentation Couche-Tard Inc

4.76 913,497
Consumer Cyclical

Open Text Corp

4.57 876,792
Technology

FirstService Corp Ordinary Shares

4.54 871,919
Real Estate

Enghouse Systems Ltd

4.53 870,076
Technology