Brompton Wellington Square AAA CLO ETF
-
Management StyleActively Managed
-
Closing Price$0.00
COMING SOON1
Brompton Wellington Square AAA CLO ETF (BAAA) is designed to provide attractive monthly distributions and capital preservation through investment in an actively managed portfolio of primarily AAA rated CLOs. CLOs will be selected by the Sub-advisor and will generally range in credit quality from AAA to BBB, with a minimum of 75% of the portfolio invested in AAA rated CLOs.
Investment Highlights
- High-quality CLO portfolio: minimum 75% AAA-rated
- Experienced Sub-advisor: Wellington Square Advisors
- Low management fee: 0.40%
- Low risk-rating (ETF Facts)
- Available in CAD-hedged and USD units
Experienced Sub-Advisor
Wellington Square Advisors Inc. is a Canadian based independent investment manager with a long-term track record managing CLOs, leveraged loans and corporate credit in the U.S., European and Canadian markets. Wellington Square’s portfolio management team has experience in retail fund management, with additional experience in the CLO industry and in managing institutional funds for Canada’s largest pension plans.
Wellington Square Advisors
Jeff SujitnoPortfolio Manager |
Amar DhanoyaPortfolio Manager |
|---|---|
 |
 |
| 23 years of credit experience spanning investment grade and high yield markets including CLOs, leveraged loans, securitized debt, and private credit. | 20 years of credit experience with a focus on U.S. and European syndicated loans, high yield bonds and CLOs. |
FUND FACTS
- Ticker
BAAA -
Outstanding
0
