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  5. ZUT: Dear Peter et al [BMO Equal Weight Utilities Index ETF]
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Investment Q&A

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Q: Dear Peter et al:

From many of the articles that I have read, it appears that utilities sector is a safe bet for 2024. The rates are going to be stable and not rising seems to be the consensus.
If you agree with this thesis, what are the companies that do you think can mimic or match the return of an ETF like ZUT/XUT? I don't want to pay the high MER but willing to buy a small basket of stocks and hold them for at least 2-3 years.

Many thanks.

P.S. I have spent an hour browsing through the Q&A section and I "kinda" know what your answer is going to be(!!) but need some "handholding" :)
Asked by Savalai on December 08, 2023
5i Research Answer:

We think a basket of FTS, BEPC and H should be able to match or beat the sector. We think the thesis is valid.