Q: Hello. What do you think of this fund? What is the difference in the various series? If using a do it yourself investment platform (BMO Investorline) which series is most appropriate/best? Thanks!
5i Research Answer:
We would consider it a good fund for growth-focused investors. Inception return is 11.18% and is well-diversified with the highest sector exposure at 17%. Fees are very high, however, at 2.23%. It lost money last year (17%) and in 2018 (9%) which is fairly standard for growth funds. Series F is only available for financial advisors so Series B wold be for a DIY yourself investor.