1Morning Star Direct. Based on the S&P 500 TR Index, the S&P/TSX Capped Composite TR Index and the MSCI World GR Index as of October 30, 2020. Returns in Canadian dollars.
2Bloomberg, October 30, 2020. Based on the MSCI Emerging Markets Index.
3BMO Global Asset Management, October 30, 2020.
4Morning Star Direct. Based on the S&P 500 TR Index and the MSCI China Index as of October 30, 2020. Returns in U.S. dollars.
5Five-year correlation between the MSCI Emerging Markets Index and the S&P/TSX Capped Composite Index, Morning Star Direct, October 30, 2020.
6Bloomberg, November 27, 2020.
7MSCI, October 30, 2020.
8BMO Global Asset Management, November 30, 2020.
Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.
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This article is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.
The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.