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  5. BAAA: Further to my last question on MAAA, is there a CLO that you would recommend? [Brompton Wellington Square AAA CLO ETF]
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Q: Further to my last question on MAAA, is there a CLO that you would recommend?
Asked by Gregory on May 01, 2025
5i Research Answer:

The first Canadian fund launched was RAAA, but it is only $20M in assets and also has a very short history. Yield is 4.21%, one-month return is negative 0.28%. BAAA is $24M, started 10 days ago. INCM is similar but higher risk, with assets $55M, yield 11.72% and YTD return negative 11.02%. We would prefer CLOA (US) to all of these, at $796M, fees only 0.20%, yield 5.46% and one year return 5.74%, YTD 1.16%.