Key stats
About BMO BROOKFIELD GLOBAL REN INFRA FD ETF SER UNIT
Home page
Inception date
Mar 1, 2022
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Primary advisor
BMO Investments, Inc.
The fund actively provides global exposure to renewables and sustainable infrastructure, including wind and solar energy, clean power, clean tech, and water sustainability. Opportunistic transitioning companies may also be included in the portfolio. The fund selects securities using a fundamental, bottom-up, value-based methodology, which considers market conditions, asset values, cash-flow projections, and capital structure. Position sizes are evaluated based on conviction, relative value, company size, and liquidity. The fund also incorporates environmental, social, and governance (ESG) criteria in its investment process. Up to 100% of the funds assets may be allocated to foreign securities. The fund may engage in lending to earn additional income. It may also use derivatives such as options, futures, and swaps for hedging and non-hedging purposes.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Utilities
Producer Manufacturing
Stocks98.99%
Utilities65.77%
Producer Manufacturing10.74%
Industrial Services9.69%
Electronic Technology6.78%
Transportation4.13%
Finance1.89%
Bonds, Cash & Other1.01%
Cash0.97%
Miscellaneous0.04%
Stock breakdown by region
North America55.73%
Europe36.38%
Latin America4.94%
Oceania2.94%
Asia0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history