Analysis

Key stats

About BMO BALANCED ESG ETF UNIT CAD

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.