Brompton Announces the Launch of Brompton Wellington Square Investment Grade CLO ETF

Core Points - Brompton Funds Limited has launched the Brompton Wellington Square Investment Grade CLO ETF (BBBB) on the Toronto Stock Exchange as of October 6, 2025 [1] - The ETF aims to provide high monthly income and capital preservation through investments in primarily investment grade rated collateralized loan obligations (CLOs) [2] - The investment strategy includes a minimum of 75% of the portfolio in Investment Grade CLOs, with up to 25% in lower-rated CLOs [2] Investment Objectives - BBBB seeks to deliver high monthly income and capital preservation [2] - The ETF will hedge most direct foreign currency exposure back to the Canadian dollar, except for assets allocated to USD units [2] - The portfolio will be actively managed by Wellington Square Advisors Inc., focusing on Investment Grade CLOs rated BBB- or higher [2] Risk Assessment - The Manager has assigned a risk rating of "low to medium" to BBBB [3] Company Background - Brompton Funds, established in 2000, specializes in income and growth-focused investment solutions, including ETFs [4] - Wellington Square Advisors Inc. has over 10 years of experience in investing in CLOs, with a team that possesses specialized expertise [5]