Key stats
About BMO BROOKFIELD GLOBAL RE EST TECH F ETF SER UNIT
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Inception date
Mar 1, 2022
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
BMO Investments, Inc.
The fund actively provides global exposure to tech-focused real estate companies, including data centers, communications infrastructure, and industrials. The fund selects securities using a fundamental, bottom-up, value-based methodology, which considers market conditions, asset values, cash-flow projections, and capital structure. Position sizes are evaluated based on conviction, relative value, company size, and liquidity. Up to 100% of the funds assets may be allocated to foreign securities. The fund may engage in lending to earn additional income. It may also use derivatives such as options, futures, and swaps for hedging and non-hedging purposes.
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
Finance
Communications
Stocks97.06%
Finance78.95%
Communications12.71%
Miscellaneous3.88%
Technology Services1.50%
Bonds, Cash & Other2.94%
UNIT2.01%
Cash0.95%
Miscellaneous−0.02%
Stock breakdown by region
North America55.16%
Europe22.96%
Asia17.87%
Oceania4.01%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history