Key stats
About BMO SIA FOCUSED CANADIAN EQUITY FD ETF SERIES UNITS
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Inception date
Dec 11, 2018
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Eligible Dividends
Primary advisor
BMO Asset Management Corp.
The fund holds a highly concentrated portfolio of Canadian equities, selected to represent the fund advisers highest convictions. The adviser uses a proprietary model which incorporates technical indicators, including relative strength, to identify attractive securities that offer superior rates of returns while minimizing risk. Although the fund is Canada-focused, it may invest up to 10% in foreign securities. 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. The fund adviser may frequently buy and sell securities, which could potentially lead to a high portfolio turnover.
Classification
What's in the fund
Exposure type
Finance
Industrial Services
Energy Minerals
Retail Trade
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.