Key stats
About BMO BALANCED ETF CAD UNITS
Expense ratio
0.21%
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Inception date
Feb 15, 2019
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 both equity and fixed income securities primarily via other BMO 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. ZBALs risk profile is based on 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
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF100.13%
Cash−0.13%