ESGH - BMO ESG High Yield US Corporate Bond Index ETF

Portfolio Strategy

The BMO ESG High Yield US Corporate Bond Index ETF (ticker: ESGH) has been designed to replicate, to the extent possible, the performance of the Bloomberg Barclays MSCI US High Yield Liquid Corporate Sustainability SRI Index, net of expenses. Securities held in the Index are a variety of high yield corporate bonds issued in the U.S. and have a higher MSCI ESG rating than their peers.

Benchmark Info

The Bloomberg Barclays MSCI US High Yield Liquid Corporate Sustainability SRI Index screens issuers from the parent index, the Bloomberg Barclays US High Yield Corporate Bond Index, based on MSCI ESG ratings. The Index aims to capture the performance of fixed income securities that have been assigned higher ESG ratings by MSCI relative to their peers. The Index excludes securities of companies that earn a significant portion of revenues from tobacco, adult entertainment, alcohol, gambling, conventional weapons and civilian firearms, any controversial weapons, significant generation of nuclear power, unconventional oil and gas as well as companies involved in severe business controversies. Eligible securities must have greater than one year to maturity and greater than $500 million outstanding. The Index is rebalanced monthly.

Benefits

  • Designed for investors looking for higher income
  • Designed for investors looking to align socially responsible values with their investments using a best-in-class approach 
  • Invested in a diversified portfolio of U.S. high yield corporate bonds
  • Includes bonds with a term to maturity greater than one year
  • Professionally managed by BMO Global Asset Management

Full details: ESGH - BMO ESG High Yield US Corporate Bond Index ETF

Latest insights

Multi-Asset
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August 2021

August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities

Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
Multi-Asset
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July 2021

July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities

With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
Multi-Asset
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June 2021

June Monthly MAST Commentary: From Recovery to Expansion

Supply shortages are fueling inflation fears, but with global trade thriving, we think supply shortages are mostly driven by the consumption binge of U.S. consumers.
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June 2021

Transitory or sustained inflation?

That is the question that continues to dominate markets.
Multi-Asset
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Positioning for Peak Growth and High Inflation

Two concerns are top of mind for investors: inflation overheating and peak economic growth.
Multi-Asset
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New highs for S&P 500: Don’t be afraid of heights

As the global economy emerges from the pandemic, central banks are starting to reduce emergency stimulus.