ESGB - BMO ESG Corporate Bond Index ETF

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Portfolio Strategy

BMO ESG Corporate Bond Index ETF (ESGB) has been designed to replicate, to the extent possible, the performance of the Bloomberg Barclays MSCI Canadian Corporate Sustainability SRI Index, net of expenses. Securities held in the Index are a variety of investment grade corporate bonds issued domestically in Canada in Canadian dollars, which have a term to maturity greater than one year, and have a higher MSCI ESG rating than their peers.

Benchmark Info

Bloomberg Barclays MSCI Canadian Corporate Sustainability SRI Index screens issuers from the parent index, Bloomberg Barclays Canadian Corporate Index, based on MSCI ESG ratings. The Index aims to capture the performance of fixed income securities with ESG ratings of BBB or above. The index excludes securities of companies that earn a significant portion of revenues from tobacco, adult entertainment, alcohol, gambling, conventional weapons and civilian firearms, any controversial weapons, significant generation of nuclear power as well as companies involved in severe business controversies. Eligible securities must have greater than one year to maturity and greater than $150 million outstanding and issued by industrial, utility and financial issuers. The index is rebalanced monthly.

Benefits

  • Designed for investors looking for consistent income
  • Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
  • Invested in a diversified portfolio of corporate bonds
  • Includes bonds with a term to maturity greater than one year
  • Professionally managed by BMO Global Asset Management

Full details: ESGB - BMO ESG Corporate Bond Index ETF

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