Brookfield Wealth Solutions Ltd.

Frequently Asked Questions About BNT

What does BNT invest in?

Brookfield Wealth Solutions Ltd. engages in the provision of capital-based solutions to insurance companies. It offers annuity-based reinsurance products such as fixed index and payout annuities. It operates through the following business segments: Annuities, Property and Casualty, Life Insurance, and Corporate and Other. The Annuities segment includes both retail and institutional annuities, and is operated primarily through subsidiaries of ANGI as well as BAC and NER Ltd. The Property and Casualty segment refers to a subsidiary of ANGI and Argo. The Life Insurance segment focuses on the subsidiaries of ANGI. The Corporate and Other segment performs various corporate functions that support core insurance operations and primarily includes investment income from temporarily warehoused investments. The company was founded on December 10, 2020 and is headquartered in Pembroke, Bermuda.

What is the expense ratio of BNT?

An expense ratio for Brookfield Wealth Solutions Ltd. (BNT) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is BNT?

Brookfield Wealth Solutions Ltd. (BNT) manages $13.99B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BNT actively managed or an index fund?

BNT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BNT launched?

Brookfield Wealth Solutions Ltd. (BNT) launched in June 2021 and is managed by the fund issuer.

How has BNT performed?

BNT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.