A perfect complement to your DIY portfolio

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

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.

These ETFs are 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?

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

BMO InvestorLine customers: Sign in to your account to get started.

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

Portfolio construction made easy

  • Asset allocation
  • Broad-based
  • Comprehensive and cost-efficient

Invest with the power of BMO Exchange Traded Funds

  • #1 in Canadian net new assets 10 years in a row¹
  • Over 29% of Canadian ETF market share
  • A+ rated for strategy and governance by the UN Principles of Responsible Investment²

BMO Asset Allocation ETFs Options

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 

BMO Balanced ETF (Ticker: ZBAL)

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

BMO Growth ETF (Ticker: ZGRO)

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

Disclosures

1 Source: BMO ETFs , December 31, 2020.

2 Source: BMO GAM, September 2019.

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.