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About BMO CLEAN ENERGY INDEX FD SERIES ETF UNITS
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Inception date
Jan 20, 2021
Structure
Canadian Mutual Fund Trust (ON)
Primary advisor
BMO Asset Management, Inc.
The fund holds a narrow portfolio of all-cap, global clean energy companies, which it defines as those involved in the biofuels, ethanol, geothermal, hydroelectric, solar, and wind industries. Aside from holding the companies that produce energy through these means, ZCLN also includes companies that develop technology and equipment used in the process. To hone in on the clean energy theme, ZCLN takes large concentrated positions in about 30 companies, which are then weighted by market-cap and rebalanced on a quarterly basis.
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
Electronic Technology
Producer Manufacturing
Stocks98.61%
Utilities58.71%
Electronic Technology24.54%
Producer Manufacturing14.13%
Industrial Services0.66%
Process Industries0.39%
Finance0.17%
Bonds, Cash & Other1.39%
UNIT1.21%
Cash0.18%
Miscellaneous0.00%
Stock breakdown by region
Europe31.73%
North America28.09%
Asia26.41%
Latin America12.42%
Oceania0.88%
Middle East0.47%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history