BMAX – Brompton Enhanced Multi-Asset Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment objectives of the fund are to provide Unitholders with: (a) attractive monthly distributions and (b) the opportunity for capital appreciation by investing, directly or indirectly, on a leveraged basis, in a portfolio of equity and fixed income securities. The fund seeks to hedge substantially all of its direct exposure to foreign currencies back to the Canadian dollar.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BMAX	Brompton Enhanced Multi-Asset Income ETF	ETF	Open			Oct 18, 2022	CA$177.96M	—	High	—	CA$42.42M

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