Brookfield operates one of the world’s largest publicly traded platforms for renewable power and decarbonization solutions.  It operates over 40 gigawatts of total installed capacity including  hydroelectric, wind, solar, and utility-scale battery energy storage systems, alongside sustainable solutions like nuclear services (via Westinghouse Electric) and green fuels.

This is a Bermuda-based limited partnership that owns infrastructure assets in North and South America, Europe, and Australia. These include railways, ports, transmission lines, toll roads, utilities, and more.

This fund invests in all classes of REITs, including residential, industrial, retail, and office. It has 14 holdings, the largest of which is RioCan REIT, which accounts for 13.14% of total assets. Retail REITs form about 51% of the portfolio while exposure to office REITs, which were hit hard during the pandemic, is very low at 3.33%.

The REIT has not delivered anything in the way of capital gains since it was recommended 15 years ago, which says a lot about the overall state of Canada’s real estate business. But it has delivered steady cash flow to investors and has significantly outperformed the overall sector year-to-date with a gain of just over 15%.

All Canadian banks have performed well this year, and CIBC is up about 33% year-to-date.

This ETF tracks the performance of the Manulife Investment Management Global Infrastructure Index, net of expenses. It theoretically targets infrastructure companies from around the world but in fact most of its assets are in the US and Canada. The MER is 0.72%.

It was started in 2008 and has assets under management of about $1.6 billion