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BMO Clean Energy Index ETF (ZCLN : TSX)

Global Small/Mid Cap Eq

FundGrade E Click for more information on Fundata’s FundGrade

FundGrade E

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeD Click for more information on Fundata’s ESG Grade

Fundata ESG Grade D

Click for more information on Fundata’s ESG Grade.

Close
(04-10-2025)
$11.76
Change
-$0.22 (-1.84%)
Open $12.02
Day Range $11.67 - $12.04
Volume 17,108

As at March 31, 2025

As at March 31, 2025

As at March 31, 2025

Period
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Legend

BMO Clean Energy Index ETF

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Fund Returns

Inception Return (January 20, 2021): -17.72%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 1.75% 0.10% -16.97% 0.10% -12.49% -20.73% -13.72% -12.84% - - - - - -
Benchmark -4.14% -3.45% 0.55% -3.45% 6.44% 12.00% 7.44% 5.52% 13.79% 7.88% 6.91% 7.50% 8.75% 7.51%
Category Average -3.11% -2.69% -2.69% -2.34% 3.07% 7.93% 4.51% 2.45% 11.45% 5.82% 4.56% 4.97% 5.86% 4.78%
Category Rank 1 / 280 72 / 278 273 / 277 72 / 278 264 / 268 249 / 254 226 / 231 209 / 211 - - - - - -
Quartile Ranking 1 2 4 2 4 4 4 4 - - - - - -

Monthly Return

Monthly Return
Return % Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
Fund -3.93% 12.34% -10.20% 6.82% -1.16% 3.01% -8.37% -4.69% -5.02% 0.89% -2.49% 1.75%
Benchmark -3.18% 2.98% -1.02% 5.44% -1.29% 3.07% 0.86% 6.51% -3.05% 4.42% -3.55% -4.14%

Best Monthly Return Since Inception

16.85% (July 2022)

Worst Monthly Return Since Inception

-13.48% (February 2021)

Calendar Return (%)

Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - - - - 2.14% -21.10% -20.06%
Benchmark 16.61% 7.47% 15.40% -7.34% 20.09% 11.07% 15.50% -13.14% 14.59% 18.68%
Category Average 9.56% 3.48% 12.62% -10.42% 13.76% 14.53% 12.37% -15.59% 12.82% 12.04%
Quartile Ranking - - - - - - - 1 4 4
Category Rank - - - - - - - 1/ 231 244/ 248 261/ 265

Best Calendar Return (Last 10 years)

2.14% (2022)

Worst Calendar Return (Last 10 years)

-21.10% (2023)

Asset Allocation

Asset Allocation
Name Percent
International Equity 73.25
US Equity 21.80
Canadian Equity 3.36
Income Trust Units 1.25
Cash and Equivalents 0.33
Other 0.01

Sector Allocation

Sector Allocation
Name Percent
Utilities 61.15
Energy 26.02
Technology 8.03
Industrial Goods 2.21
Industrial Services 0.85
Other 1.74

Geographic Allocation

Geographic Allocation
Name Percent
Europe 32.95
Asia 27.01
North America 25.45
Latin America 13.52
Africa and Middle East 1.06
Other 0.01

Top Holdings

Top Holdings
Name Percent
Iberdrola SA 7.02
SSE PLC 6.49
Vestas Wind Systems A/S 5.82
First Solar Inc 5.40
Enphase Energy Inc 5.14
China Yangtze Power Co Ltd Cl A 4.60
EDP Energias de Portugal SA 3.76
Nextracker Inc Cl A 3.71
Equatorial Energia SA 3.38
Orsted A/S 3.34

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

BMO Clean Energy Index ETF

Median

Other - Global Small/Mid Cap Eq

3 Yr Annualized

Standard Deviation 23.34% - -
Beta 0.92% - -
Alpha -0.20% - -
Rsquared 0.37% - -
Sharpe -0.68% - -
Sortino -0.86% - -
Treynor -0.17% - -
Tax Efficiency - - -
Volatility Volatility rating is 10 on a scale of 1 to 10 - -

Risk Rating

Rating 10 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 22.05% 23.34% - -
Beta 0.61% 0.92% - -
Alpha -0.15% -0.20% - -
Rsquared 0.13% 0.37% - -
Sharpe -0.68% -0.68% - -
Sortino -0.87% -0.86% - -
Treynor -0.24% -0.17% - -
Tax Efficiency - - - -

Fundata ESG Metrics

Fundata ESG Score

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

Fund Details

Start Date January 20, 2021
Instrument Type Exchange Traded Fund (Responsible Investment)
Share Class Do-It-Yourself
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) -
52 Week High $16.17
52 Week Low $11.43
Annual Dividend $0.27
Annual Yield -
Index -
Shares Outstanding -
Registered Plan Eligible Yes

ETF Characteristics

Exposure -
Asset Class High -
Asset Class Medium -
Asset Class Low -
Leveraged -
Inverse -
Advisor Series -
Covered Call Strategy No

Investment Objectives

BMO Clean Energy Index ETF seeks to replicate, to the extent possible, the performance of a clean energy index, net of expenses.

Investment Strategy

The investment strategy of BMO Clean Energy Index ETF is currently to invest in and hold the constituent securities of the S&P Global Clean Energy Index in the same proportion as they are reflected in the Index. The Manager may also use a sampling methodology in selecting investments for BMO Clean Energy Index ETF to obtain exposure to the performance of the Index.

Portfolio Management

Portfolio Manager

BMO Asset Management Inc.

Sub-Advisor

-

Management and Organization

Fund Manager

BMO Asset Management Inc.

Custodian

State Street Trust Company Canada

Registrar

State Street Trust Company Canada

Distributor

-

Fees

MER 0.40%
Management Fee 0.35%

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