ZESG - BMO Balanced ESG ETF

Portfolio Strategy

The BMO Balanced ESG ETF (ZESG) is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to its strategic index asset allocation weights of 60% equity and 40% fixed income and will invest in broad indexed equity and fixed income ETFs. The equity and fixed income securities will be selected based on ESG ratings assigned by the index providers associated with the underlying ETFs. ZESG is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.

Benefits

  • Designed for investors looking for a growth and income solution
  • Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
  • Exposure to a diversified portfolio of fixed income and equity BMO ETFs
  • Index based asset allocation
  • Professionally managed by BMO Global Asset Management

Full details: ZESG - BMO Balanced ESG ETF

Latest insights

Market Commentary
economic uncertainty
September 2022

Monthly Commentary: The Inflation Slayer: The Fed will “Keep at it”

Responsible Investment
Money tree growning from human hands
September 2022

Why ESG and Index Investing are a Perfect Match

ESG and Index investing are on the rise. What do investors need to know about distinguishing between opportunity and risk in ESG Index investment solutions? Read our complete analysis to find out.
Responsible Investment
Hydrogen energy containers in the background of skyscrapers
August 2022

Investing in the Future of Canada: Hydrogen

Could the world’s lightest element have the heaviest impact on the race to net zero?
Multi-Asset
Field of connections
August 2022

Monthly Commentary: Too Early for Fed “Pivot” when U.S. Job Market is Still Booming?

It appears U.S. inflation has peaked, but the battle against inflation is far from over, in our view. The U.S. labour market continues to show strong job creation and intense wage pressures, but we expect the pace of hiring to cool into yearend as rising interest rates bite into economic activity, notably housing.
Multi-Asset
Field of boxes
July 2022

July Monthly Market Commentary: Recession on the Radar

Expectations for Fed and Bank of Canada (BoC) tightening continue to firm up as monetary stimulus is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 6 to 9 months.
Multi-Asset
economic uncertainty
June 2022

June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue to firm up as monetary stimulus is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 6 to 9 months.