BGEQ ETF Analysis: Dividends, Returns NEO:BGEQ

Analysis

Key stats

The fund-of-funds provides broad exposure to the global equity markets. The fund may invest in companies of any market capitalization directly or indirectly through underlying funds managed by BMO or its affiliates. Portfolio allocation is based on a fundamental analysis that identifies undervalued securities with superior earnings growth. In addition, each companys operations, quality of management, and research and development practices are reviewed to assess growth potential. The fund may invest up to 30% of its net assets in securities of underlying funds and up to 100% in foreign securities. Derivatives such as options, futures, forward contracts, and swaps may be used for hedging and non-hedging purposes. The fund may also engage in short selling to manage volatility. Investors should note that the trading costs may increase due to the portfolio managers frequent buying and selling of the funds investments.