For iShares S&P/TSX Capped Energy Index ETF:

 What is the current market value (in $ millions) of the fund?

2)  Who is the investment fund manager? 

3) Does the ETF track a benchmark index? If so, what is that index? 

4)  If the fund tracks a benchmark index, how is that index weighted (eg. market capitalization, equal etc.)? 

5) What are the top 2 geographical regions that your fund is exposed to? 

6)  What is the difference between the index return and the fund's actual return over the past 5 years (or the longest period available if the fund    hasn't existed for 5 years)? 

7) If it's a bond fund, what is the fund's effective (or average) duration? If it's an equity fund what is the P/E ratio of the fund's holdings?

8) What is the management expense ratio (MER)? 

9)  What are the top 3 risks that an investor should be concerned about if investing in this fund and why?  

10)   Does the name of the fund suggest that the fund is Canadian Dollar hedged? If so, what does that mean, in terms of the investor's currency risk exposure? If not, what does that mean, in terms of the investor's currency risk exposure?

11)    Does the ETF offer a DRIP? 

12)    What is the fund's average trading volume?

13)  How often does the ETF distribute income, dividends and capital gains/losses?

14)  What type of investor would this ETF be suitable for?

15) What type of investor would this ETF not be suitable for?

16)Provide a similar ETF offered by a competitor and give its MER.

Answer rating: 100% (QA)

1 According to the iShares Canada website the current market value of the iShares SPTSX Capped Energy Index ETF is approximately 675 million as of May 1 2023 2 The investment fund manager for the iSha... View the full answer