BMO BALANCED ESG ETF UNIT CADBMO BALANCED ESG ETF UNIT CADBMO BALANCED ESG ETF UNIT CAD

BMO BALANCED ESG ETF UNIT CAD

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Key stats

Assets under management (AUM)
‪60.24 M‬CAD
Fund flows (1Y)
‪3.30 M‬CAD
Dividend yield (indicated)
2.14%
Discount/Premium to NAV
0.02%

About BMO BALANCED ESG ETF UNIT CAD

Issuer
Bank of Montreal
Brand
BMO
Expense ratio
0.22%
Home page
Inception date
Jan 10, 2020
Index tracked
No Underlying Index
Management style
Active
The fund aims to provide a balance of income and long-term capital appreciation through a strategic asset allocation strategy. The strategy allocates exposure to global equity and fixed income securities primarily via other BMO ETFs. Holdings are selected primarily based on ESG ratings assigned by the index providers associated with the underlying ETFs. Equity funds are expected to make up 60% of the holdings as compared to the 40% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, in mutual funds and/or in derivatives. ZESG s risk profile is based on the BMO ETFs returns and a blend of the returns of 40% MSCI World Total Return Index, 20% S&P TSX Capped Composite Total Return Index and 40% FTSE Canada Universe Bond Index.

Classification

Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.92%
Cash0.08%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy