Build your own core investment portfolio
Start with low-cost, recognized indexes
Like stocks, ETF’s are traded on a stock exchange. They can be bought or sold during normal trading hours using an advisor or your preferred trading platform, like InvestorLine. What makes ETFs different than stocks are their holdings and their structure. They are a basket of securities that can hold stocks, bonds, and even be built to reflect the performance of an index.
A core investment portfolio includes both growth and value investments and is representative of the overall market.
If you are looking to build your own core investment portfolio, the experts at BMO have provided three options to get you started. From Canadian Equities & Bonds to US large, mid and small cap equities to International and emerging market equities – we’ve got you covered with diversification across the globe.
Canadian equities and bonds
- Over 230 holdings in some of Canada’s top companies tracking the S&P/TSX Capped Composite Index
- Provides broad market exposure across all sectors in Canada
- Core exposure providing instant diversification and cost efficiency
- Invests in a variety of debt securities (financial assets created when one party lends money to another) at the federal, provincial and corporate bond level with a term greater than a year
- Core exposure providing instant diversification and cost efficiency
U.S. large, mid and small cap equities
- This ETF invests in a basket of holdings from some of the largest and most liquid U.S. stocks
- Like ZSP, this ETF invests in a basket of holdings from some of the largest and most liquid U.S. stocks
- It is hedged to CAD meaning that the fund’s CAD value rises and falls solely with the movements of the stocks in the portfolio.
- This ETF invests in a basket of holdings tracking the S&P Midcap 400 Index
- Mid-cap are companies with a market capitalization between $2B – $10B, and can offer less risk and volatility in comparison to small cap equities.
- Diversified, cost efficient exposure for growth-oriented investors
- This ETF invests in a basket of holdings tracking the S&P SmallCap 600 Index
- Small-cap is a company with a market capitalization of less than $2B and can offer potential growth and an opportunity for passive investors to boost returns.
- Diversified, cost efficient exposure for growth-oriented investors
International and emerging market equities
- Provides broad exposure to market equities
- Offers the benefit of liquidity and diversification across 26 emerging market countries, including China, India, South Korea and Brazil
- Emerging markets are growing and investing in them can be a way to diversify your portfolio and capitalize on high growth parts of the world.
- Provides broad market exposure to developed non-North American equities (Europe, Australia, Asia, and Middle East)
- Core exposure providing instant diversification and cost efficiency
Disclosures
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.
This communication is for information purposes. The information contained herein is not, and should not be construed as, investment advice to any party. Investments 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 (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.
“Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any investment funds managed by BMO Global Asset Management. Any reference to a particular company is for illustrative purposes only and should not be considered as investment advice or a recommendation to buy or sell nor should it be considered as an indication of how the portfolio of any investment fund managed by BMO Global Asset Management is or will be invested. This social media network is an independent organization and is not affiliated with BMO Global Asset Management.”
The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.