Key stats
About BMO GLOBAL CONSUMER DISCRETIONARY H CAD UNITS
Expense ratio
0.40%
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Inception date
Apr 3, 2017
Russell Developed Large Cap Consumer Discretionary Capped 100% Hedged to CAD Index - CAD
The fund offers vanilla exposure to the consumer discretionary sector. The fund takes from an index of large- and mid-cap equities in developed markets excluding Korea, which some issuers consider as an emerging economy. The fund includes all companies in the consumer discretionary sector based on its underlying ICB industry classification system, which can vary materially from its main sector scheme rival, GICS. Stocks are market-cap weighted, subject to some position limits. Individual positions are capped at 10% for largest stock, 9% for second, etc. on through the top six names, subject to a cap of 40% total for individual positions greater than 5%. The index is rebalanced on a quarterly basis.
Classification
What's in the fund
Exposure type
Retail Trade
Consumer Durables
Consumer Services
Stock breakdown by region