Belski BMO ETFs
Beyond the Index. BMO ETFs is offering more ways to ride the bull with Brian Belski.
May 26, 2025
Overview:
Leveraging the insights of Brian Belski
With more than 35 years of experience investing on Bay Street and Wall Street, Brian Belski, Chief Investment Strategist at BMO Capital Markets, is a well known and regular contributor to many financial news networks in North America (CNBC, Fox Business, Bloomberg, BNN, etc.). What isn’t as well known is that since 2012 Brian has been a sub-advisor for some of the fastest growing Managed Account offerings at BMO, managing over $10 billion in AUM1.
More investors can now access Brian’s unique insights and expertise through five new BMO ETFs that are based off his most successful Managed Accounts.
Investment Process:
Investment process starts with research
Broad investment strategy research and process encompasses sectors, industries, styles, size and fundamental factors across North American equity markets.
North American Perspective:
U.S. Strategy Comment
Commentary on relevant market topics and associated investment implications.
U.S. Chartbook
Our GO-TO Report that delineates our investment process, with monthly analysis of the S&P 500 Index, sectors and Industries.
U.S. Factor Profiles
Monthly analysis, stock lists, and performance history of key fundamental investment factors within the S&P 500.
Canadian Snapshot
Commentary on relevant market topics and associated investment implications.
Canadian Chartbook
Our GO-TO Report that delineates our investment PROCESS, with monthly analysis of the S&P/TSX Index, sectors and Industries
Canadian Factor Profiles
Monthly analysis, stock lists, and performance history of key fundamental investment factors within the S&P/TSX Index.
Belski BMO ETFs:
Explore our line-up of active ETFs managed by Belski
These BMO ETFs are designed to capture Brian Belski’s current views on fundamental themes, sectors, and/or industries within each model’s investment universe. These are actively traded ETFs incorporating the research of BMO Capital Markets.
BMO Canadian Core Plus U.S. Balanced ETF
Aims to provide a balance of income and growth by investing in Canadian and U.S. equities and fixed income.
- Management fee: 0.40%
- Risk Rating3: Low to Medium
- Distribution Frequency: Monthly
Aims to provide long-term growth by investing in equities with a target allocation2 of 70% to Canadian issuers and 30% to U.S. issuers.
- Management fee: 0.45%
- Risk Rating3: Medium
- Distribution Frequency: Annually
Aims to provide long-term growth by investing in U.S. core large-cap equities.
- Management fee: 0.45%
- Risk Rating3: Medium
- Distribution Frequency: Annually
(Ticker: ZBEU, Ticker: ZBEU.F)
Aims to provide income and long-term growth by investing in U.S. dividend-paying equities with a focus on consistent dividends, yield and growth.
- Management fee: 0.45%
- Risk Rating3: Medium
- Distribution Frequency: Monthly
(Ticker: ZBDU, Ticker: ZBDU.F)
BMO U.S. Large Cap Disciplined Value ETF
Aims to provide long-term growth by investing in U.S. large-cap equities that exhibit value characteristics.
- Management fee: 0.45%
- Risk Rating3: Medium
- Distribution Frequency: Annually
Belski in the news
Show Me” to “Scare Me” Market Transition
Brian Belski, Chief Investment Strategist at BMO Capital Markets, talks about why he expects more gains for stocks and why he remains bullish on the S&P.
The Investment Committee dive into the catalysts that could drive the market’s next move
The Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains in the S&P 500.
Mag Seven Are The New Consumer Staples: Brian Belski
Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins Bloomberg Radio to discuss his bullish equity stance.
Resources:
Resources and Documents
- Beyond the Index with Belski ETF Brochure
- Insights of Brian Belski – Link to BMO Capital Markets page
Team
Meet our expert
Chief Investment Strategist and leader of the Investment Strategy Group,
BMO Capital Markets
Notes:
1 Source: BMOGAM as of April 2025.
2The sub-advisor may engage in tactical deviations from the BMO ETF’s target allocations of 70% to Canadian issuers and 30% to U.S. issuers. From time to time, up to a maximum of 55% of the BMO ETF’s NAV may be invested in equity securities of U.S. issuers.
3 All investments involve risk. The value of an ETF can go down as well as up and you could lose money. The risk of an ETF is rated based on the volatility of the ETF’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility doesn’t tell you how volatile an ETF will be in the future. An ETF with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect an ETF’s returns, see the BMO ETFs’ simplified prospectus.
Disclaimer
Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or simplified prospectus of the BMO ETFs 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 simplified prospectus. BMO ETFs 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 Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.
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.
This is for information purposes only. The information contained herein is not, and should not be construed as investment, tax, or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
The viewpoints expressed by the speakers or authors represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. The comments contained do not necessarily represent the views of BMO Global Asset Management. Past performance is no guarantee of future results. This communication is intended for informational purposes only.
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