ZESG - BMO Balanced ESG ETF

Portfolio Strategy

The BMO Balanced ESG ETF (ZESG) is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to its strategic index asset allocation weights of 60% equity and 40% fixed income and will invest in broad indexed equity and fixed income ETFs. The equity and fixed income securities will be selected based on ESG ratings assigned by the index providers associated with the underlying ETFs. ZESG is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.

Benefits

  • Designed for investors looking for a growth and income solution
  • Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
  • Exposure to a diversified portfolio of fixed income and equity BMO ETFs
  • Index based asset allocation
  • Professionally managed by BMO Global Asset Management

Full details: ZESG - BMO Balanced ESG ETF

Latest insights

Multi-Asset
Woman wearing a protective mask getting vaccinated
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
Men at office doing presentation for team
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
Busy UK high street
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.
Graphs of the globe
June 2021

Transitory or sustained inflation?

That is the question that continues to dominate markets.
Multi-Asset
Focused woman working from home
June 2021

Positioning for Peak Growth and High Inflation

Two concerns are top of mind for investors: inflation overheating and peak economic growth.
Multi-Asset
Business analyst looking at four computer screens
May 2021

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.