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

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.

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Broad-based

The underlying portfolio will be composed of broad-based index 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.

BMO Asset Allocation ETFs Options

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.