Key stats
About BMO WOMEN IN LEADERSHIP FUND ETF SERIES UNITS
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Inception date
May 29, 2018
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Eligible Dividends
Primary advisor
BMO Asset Management Corp.
The fund combines ESG investing with an active approach. It invests in US and Canadian companies that meet either or both gender criteria: (i) have at least 25% female board representation and (ii) have a female CEO. Eligible companies should be NYSE-, Nasdaq-, or TSX-listed, and must also meet investability and liquidity requirements. Although the fund is US- and Canada-focused, it may invest up to 10% in securities of other countries. In order to hedge risk and volatility, the fund may also use derivatives such as options, futures, forward contracts, and swaps, and may engage in short selling.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Retail Trade
Stock breakdown by region
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