BMO Asset Allocation ETFs

Learn more about what Asset Allocations ETFs are and the benefits of having them in your portfolio.

BMO’s Asset Allocation ETFs are an investing solution which aim to provide investors with an ETF that is low-cost, easy to access and simple to use.

BMO Conservative ETF (Ticker: ZCON)

  • For investors looking for more security, income, and moderate long-term growth
  • Fixed Income: 60%
  • Equities: 40%

Learn more about ZCON

BMO Balanced ETF (Ticker: ZBAL)

  • For investors looking for more security, income, and moderate long-term growth
  • Fixed Income: 40%
  • Equities: 60%

Learn more about ZBAL

BMO Balanced ESG ETF (Ticker: ZESG)

  • For investors looking to align their investments with their social values. ZESG is a balanced asset allocation ETF which offers moderate income and more potential for long-term growth
  • Fixed Income: 40%
  • Equities: 60%

Learn more about ZESG

BMO Growth ETF (Ticker: ZGRO)

  • For investors looking for more security, income, and moderate long-term growth
  • Fixed Income: 20%
  • Equities: 80%

Learn more about ZGRO

BMO All-Equity ETF (Ticker: ZEQT)

  • For Investors looking for the potential for long-term growth.
  • Equities: 100%

Learn more about ZEQT

BMO Global Enhanced Income ETF Series (Ticker: ZWQT)

Learn more about ZWQT

Investment Idea: Retirement Solutions

Simplify your retirement, simplify your investments

BMO’s ETFs provide diversified, broad exposure at a low cost in an all-in-one solution. Regular rebelancing means you can spend less time planning your life and more time living it.

BMO Balanced ETF (Fixed Percentage Distribution Units - T6 Units) (Ticker: ZBAL.T)

  • For investors looking for a consistent annual cash flow of 6% paid out monthly (NAV *6% / 12 months)
  • Fixed Income: 40%
  • Equities: 60%

BMO Growth ETF (Fixed Percentage Distribution Units – T6 Units) (Ticker: ZGRO.T)

  • For investors looking for a consistent annual cash flow of 6% paid out monthly (NAV *6% / 12 months)
  • Fixed Income: 20%
  • Equities: 80%

BMO Monthly Income ETF (Ticker: ZMI/ZMI.U)

  • For investors looking for higher yielding ETFs.
  • Fixed Income: 35%
  • Equities: 55%
  • Hybrid: 10%

* The T6 unis are Fixed Percentage Distribution Units that provide a fixed monthly distribution based on an annual distribution rate of 6%. Distributions may be comprised of net income, net realized capital gains and/or a return of capital.

Portfolio construction made easy

Asset allocation

Choose the asset allocation that is right for your 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.

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.

Let’s Connect

Exchange Traded Funds (ETFs)

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Individual Investors

You can purchase BMO ETFs through your investing account
or your investment advisor.

Invest with the power of BMO Exchange Traded Funds

  • Since 2009, over a decade of working hand in hand with investors in Canadian ETFs
  • Innovative shelf across asset classes with over 175 tickers
  • Many of the largest Canadian ETFs – including 40 ETFs over $500 million in assets under management (Bloomberg, December 2022)
  • Many of the most liquid Canadian ETFs – including 61 ETFs over $1 million in average daily value traded (Bloomberg, December 2022)
  • An active ownership record that stands out from the crowd (ISS, June 2022)

Disclaimers:

This is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs 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 BMO ETF’s prospectus.  BMO ETFs 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.

 

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.