A perfect complement to your DIY portfolio

Introducing 3 new, low-cost and diverse BMO Asset Allocation ETFs ZGRO - ZBAL - ZCON

Introducing BMO Asset Allocation ETFs

Engineered to complement and enhance your self-directed portfolio

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

 

They’re great for anyone looking for:

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

Ready to invest?

 

BMO Asset Allocation ETFs are available on all self-directed online investing platforms.

 

Already a BMO Investorline client? Sign in to buy today.

Portfolio construction made easy

Asset Allocation

Choose the asset allocation that is right for your investment needs, risk profile, return objectives and time horizon. Three asset mixes are available: conservative, balanced and growth.

Broad-based

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

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.


Asset Allocation

Choose the asset allocation that is right for your investment needs, risk profile, return objectives and time horizon. Three asset mixes are available: conservative, balanced and growth.

 


Broad-based

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

 


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.

Invest with the power of BMO Exchange Traded Funds

10 years of providing industry leading ETFs
Top 20 ETF provider worldwide with listing on 3 continents1
#1 in net new assets consistently2

10 years of providing industry leading ETFs

 

Top 20 ETF provider worldwide with listing on 3 continents1

 

#1 in net new assets consistently2

Understanding ETFs What is an ETF with McKenzie Box

BMO Asset Allocation ETFs Options

BMO Conservative Index Portfolio ETF (Ticker: ZCON)
Fixed Income 60%
Equities 40%

For investors looking for more security, income and potential for long-term growth

BMO Balanced Index Portfolio ETF (Ticker: ZBAL)
Fixed Income 40%
Equities 60%

For investors looking for moderate income, and more potential for long-term growth

BMO Growth Index Portfolio ETF (Ticker: ZGRO)
Fixed Income 20%
Equities 80%

For investors looking for long-term growth

Risk profile
Low
Low to Medium

Ready to Invest?

You can purchase the BMO Asset Allocation ETFs through your current self-directed online investing platform.

 

BMO Investorline customers: Sign into your account to get started.

Not yet a BMO Investorline customer? Sign up today to get started.

1ETFGI Industry Report – December 2017

2As reported in National Banks ETF industry report for the past 8 years

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.

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




Contact Us

For Mutual Funds:
1-800-668-7327

For ETFs:
1-800-361-1392

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Have a representative contact you at your convenience