Key stats
About BROMPTON FLAHRTY & CRUM INV GRD PFD CAD UNITS
Expense ratio
0.92%
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Inception date
Oct 15, 2018
The fund invests in investment-grade, CAD- and USD-denominated preferred and income-producing stocks. Investments include traditional preferred stock, trust preferred securities, hybrid securities, contingent-capital securities, subordinated debt, and North American senior debt issuers or CAD- or USD-denominated securities of global issuers. The sub-advisor, Flaherty & Crumrine, selects investments for the fund, while considering opportunity for income, issuer and security diversification, credit quality, and duration/interest rate sensitivity. As an actively managed fund, the fund can analyze market and financial data to make buy, sell, and hold decisions at its discretion.
Classification
What's in the fund
Exposure type
Finance
Corporate
Stocks32.94%
Finance25.79%
Miscellaneous3.15%
Industrial Services2.69%
Utilities0.73%
Communications0.58%
Bonds, Cash & Other67.06%
Corporate62.92%
Cash2.01%
Miscellaneous1.30%
Rights & Warrants0.50%
Structured0.33%