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Low-cost and diversified BMO Asset Allocation ETFs

BMO’s Asset Allocation ETFs are engineered to complement and enhance your clients’ portfolios. They provide investors with a single ETF that is low-cost, diversified and simple to use.

These ETFs are great for clients looking for:

  • A globally diversified portfolio of ETFs
  • A comprehensive and low-cost solution
  • A perfect complement to the other investments already within a portfolio

NEW: BMO All-Equity ETF (ticker: ZEQT)

  • Equities: 100%
  • For investors looking for the potential for long-term growth.
  • Risk rating: Medium

BMO Growth ETF (Ticker: ZGRO)

  • Fixed Income: 20%
  • Equities: 80%
  • For investors looking for long-term growth.
  • Risk rating: Low to medium

BMO Balanced ETF (Ticker: ZBAL)

  • Now available for investors looking for a consistent monthly cash flow of 6% annually (ticker: ZBAL.T)
  • Fixed Income: 40%
  • Equities: 60%
  • For investors looking for moderate income and more potential for long-term growth.
  • Risk rating: Low to medium

BMO Balanced ESG ETF (ticker: ZESG)

  • Fixed Income: 40%
  • Equities: 60%
  • For investors looking to align their investments with their social values.
  • Risk rating: Low to medium

BMO Monthly Income ETF (ticker: ZMI)

  • Now available in U.S. Dollars (ticker: ZMI.U)
  • Fixed Income: 35%
  • Equities: 55%
  • Hybrid: 10%
  • For investors looking for higher yielding balanced ETFs.
  • Risk rating: Low to medium

BMO Conservative ETF (Ticker: ZCON)

  • Fixed Income: 60%
  • Equities: 40%
  • For investors looking for more security, income and potential for long-term growth.
  • Risk rating: Low

Portfolio construction made easy

Asset allocation

Choose the asset allocation that is right for your client’s investment needs, risk profile, return objectives and time horizon.

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Broad-based

The underlying portfolio will be composed of broad-based BMO ETFs: Canadian, U.S. and International equities and bonds. This ensures a diverse portfolio of investments.

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Comprehensive and cost-efficient

Buy an entire portfolio of ETFs for a management fee of 0.18%, with no added cost of the underlying holdings.

Disclosures

Commissions, management fees and expenses (if applicable) 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 and ETF series 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.

The BMO ETF or securities referred to herein are not sponsored, endorsed, sold or promoted by MSCI ESG Research, Bloomberg , or Barclays, and they bear no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The ETF’s prospectus contains a more detailed description of the limited relationship MSCI ESG Research, Bloomberg , and Barclays have with the Manager and any related ETFs.

®/TM Registered trade-marks/trade-mark of Bank of Montreal, used under licence.