Key stats
About BERKSHIRE HATHAWAY (BRK) YIELD SHARES PURPOSE ETF
Expense ratio
2.03%
Home page
Inception date
Dec 20, 2022
The fund aims for long-term capital appreciation by buying and holding stocks of Berkshire Hathaway Inc. As part of a suite that first offers yield-focused, single-stock ETFs in Canada, the funds strategy includes using leverage, covered call options and/or cash covered put options to generate monthly distributions. When deemed appropriate, the fund may write covered call options and/or cash covered put options, as well as hold cash, short-term securities and/or fixed income securities. The fund may engage in securities lending and make use of derivatives, such as options, futures contracts and forward contracts. The fund does not engage in short selling. Holdings of the constituent securities are not actively managed. The fund does not attempt to take defensive positions in declining markets. Hence, adverse financial conditions to Berkshire Hathaway Inc. will not result in an adjustment to the funds holdings.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
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