We Know ETFs
We are experts at understanding how ETFs can complement and enhance portfolio construction. BMO ETFs has been bringing innovative solutions, smart beta strategies, comprehensive fixed income and core solutions to market.Jan. 30, 2023
BMO Exchange Traded Funds (ETFs) has been #1 in new assets for the last 12 years.1 We are experts at understanding how ETFs can complement and enhance portfolio construction. BMO ETFs has been bringing innovative solutions, smart beta strategies, comprehensive fixed income and core solutions to market.
|in Canadian net new assets 12 years in a row1|
|largest fixed income suite in Canada1|
|Canadian covered call provider based on AUM1|
|of Canadian ETF market share1|
|BMO Global Asset Management has been a UN PRI signatory since 2006. UN PRI has awarded BMO Global Asset Management a 2022 5 Star Rating for ESG Integration.2|
Canadian ETF landscape3
We listen and stand at the forefront of recognizing our clients needs and have launched innovative products such as our covered call and preferred share ETFs.
“Largest provider of Covered Call ETFs in Canada”
*as compared to an investment that generates an equivalent amount of interest income
ETFs that deliver factor exposures combined with effective portfolio construction.
“Largest Provider of Factor ETFs in Canada5″
Comprehensive Fixed Income
ETFs that cover broad market, targeted and non-traditional exposures.
“BMO is the only provider to split the entire fixed income spectrum by term and credit in Canada”
Efficient Broad Market
We are committed to providing an efficient suite of core solutions that represent the right indices with extremely competitive ETF pricing, which are some of the largest and most liquid ETFs in Canada.7
“The largest U.S. ETF in Canada is the BMO S&P 500 Index ETF (ZSP) at $9.35B6″
|ETF Ticker||Name||Management Fee||Assets Under Management ($B)|
|ZSP||BMO S&P 500 Index ETF||0.08%||$9.37|
|BMO S&P/TSX Capped Composite Index ETF||0.05%||$6.97|
|ZAG||BMO Aggregate Bond Index ETF||0.08%||$6.51|
|ZEA||BMO MSCI EAFE Index ETF||0.20%||$5.25|
|ZEM||BMO MSCI Emerging Markets Index ETF||0.25%||$1.29|
Source: BMO ETFs, December 2022.
1 Source: National Bank Report, 2022.
2 Source: PRI 2022 Assessment Report. BMO Asset Management Inc., together with its affiliate BMO Investments Inc., as BMO Global Asset Management (BMO GAM), together with its former asset management affiliates in Europe, Asia and the United States, was awarded a 5-star rating in the 2021 Direct Listed Equity – Active Fundamental – Incorporation module by the United Nations Principles for Responsible Investment (UN PRI). The UN PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact (see www.unpri.org). UN PRI does an independent assessment of all global signatories annually through an extensive questionnaire. Five stars is the highest rating from the UN PRI awarded in this module.
3 Source: BMO ETFs, December 31, 2022.
4 Source: National Bank, 2022. BMO led the industry flows with $8.4B in 2022.
5 Source: National Bank, 2022
6 Source: BMO ETFs, December 2022
iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Manager. The ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Index.
The ETF referred to herein is not sponsored, endorsed, or promoted by MSCI and MSCI bears no liability with respect to the ETF or any index on which such ETF is based. The ETF’s prospectus contains a more detailed description of the limited relationship MSCI has with the Manager and any related ETF.
Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or 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 BMO ETF’s 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 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.
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.
®/™Registered trademarks/trademark of Bank of Montreal, used under licence.