BMO US EQUITY ACCELERATOR HEDGED TO CAD ETFBMO US EQUITY ACCELERATOR HEDGED TO CAD ETFBMO US EQUITY ACCELERATOR HEDGED TO CAD ETF

BMO US EQUITY ACCELERATOR HEDGED TO CAD ETF

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Key stats


Assets under management (AUM)
‪2.92 M‬CAD
Fund flows (1Y)
‪−2.39 M‬CAD
Dividend yield (indicated)
Discount/Premium to NAV
0.3%

About BMO US EQUITY ACCELERATOR HEDGED TO CAD ETF


Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.73%
Home page
Inception date
Oct 2, 2023
Index tracked
S&P 500 Index - CAD - Benchmark TR Gross Hedged
Management style
Passive
This fund seeks to provide approximately 2x the upside return of a US, large cap index, up to a cap. Currently, the ETF primarily invests in BMO S&P 500 Index ETF and uses derivative instruments to hedge back to the Canadian dollar. Downside performance is maintained at a 1:1 ratio. Investors who buy this funds shares at any other time than the annual reset day may have a very different protection level and buffer zone. The issuer publishes effective interim levels daily on its website. The fund must be held to the end of the period to pursue the intended results. The targeted caps do not include the funds expense ratio. The fund resets at the end of each target outcome period, approximately quarterly.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Buy-write
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.