Key stats
About BMO SIA FOCUSED NA EQUITY FUND ETF SERIES UNITS
Expense ratio
0.98%
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Inception date
Dec 11, 2018
The fund holds a highly concentrated portfolio of North American equities, selected to represent the fund advisers highest conviction. 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 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. 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
Technology Services
Electronic Technology
Producer Manufacturing
ETF
Stock breakdown by region