BMO Balanced ESG ETF (ZESG)

More investors are carefully considering which investments suit their values – 79% are interested or actively investing in socially responsible companies1. That’s why we created the BMO Balanced ESG ETF (ZESG), an all-in-one solution engineered for your self-directed portfolio.

The first of its kind in Canada, the BMO Balanced ESG ETF focuses on responsible investing that incorporates environmental, social and governance (ESG) factors.

By adding this ETF to your portfolio, not only can you feel good about the potential investment growth, but also proud about the positive impact your investment is making.

This investment is great for do-it-yourself investors looking for:

  • An investment aligned with their social values using a best-in-class approach
  • A low-cost, all-in-one investment
  • A balanced solution offering moderate income and potential for long-term growth

Ready to invest?

You can purchase the BMO ESG 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.

Understanding the BMO Balanced ESG ETF Portfolio construction

Hands-free asset allocation

Our investment professionals regularly monitor your portfolio to keep the equity and fixed income weighting on track. We do the heavy lifting, so you don’t have to.

Broad-based

Underlying holdings will be broad-based ESG index BMO ETFs: Canadian, U.S. and international equities and bonds. Using MSCI’s environmental, social and governance (ESG) rating system, the ETFs select the top-rated companies relative to their peers. This helps reduce risk and ensures a diverse portfolio of socially responsible investments.

Comprehensive and cost effective

This one-ticket investment solution has a low management fee of just 0.18%.

Invest with the power of BMO Exchange Traded Funds

10 years of providing industry leading ETFs

#1 in fixed income ETF provider in Canada based on AUM 1

#1 in net new assets 9 years in a row 2

A+ rated by the UN Principles for Responsible Investment for strategy and governance*

Understanding ETFs What is an ETF with McKenzie Box

BMO Balanced ESG ETF (ZESG)

Equity - 60% Fixed Income - 40%

Canadian Equity - 15%

BMO MSCI Canada ESG Leaders Index ETF (ESGA)

 

Canadian Corporate Bonds - 10%

BMO ESG Corporate Bond Index ETF (ESGB)

U.S. Equity - 27%

BMO MSCI USA ESG Leaders Index ETF (ESGY)

Canadian Government Bonds - 26%

BMO Government Bond Index ETF (ZBG)

International Equity - 18%

BMO MSCI EAFE ESG Leaders Index ETF (ESGE)

U.S. Corporate Bonds - 4%

BMO ESG U.S. Corporate Bond Hedged to CAD Index ETF (ESGF)

Ready to invest?

You can purchase the BMO ESG 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.

BMO Sustainable Universal Map Range_Banner

Disclosures

1 BMO Asset Management ESG Beliefs and Behaviors Survey (Top Line Results)
Fielded in November and December, the study is based upon 2,020 high income and high net worth working and retired individuals between the ages of 30-75 (household income of $150,000 and higher and net worth of $1 million or more). The sample was evenly divided between the US and Canada. The data was collected using an online data collection methodology. The sample size has a maximum sampling error of +/- 2.2 percentage points. A full report on the survey findings will be completed in the coming weeks.

2 Source: Bloomberg, December 31, 2019

*PRI Assessment Report 2018

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.

The BMO ETF or securities referred to herein are not sponsored, endorsed, sold or promoted by MSCI ESG Research, Bloomberg , or Barclays, and they bear no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based.  The ETF’s prospectus contains a more detailed description of the limited relationship MSCI ESG Research, Bloomberg , and Barclays  have with the Manager and any related ETFs.

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