Key stats
About BMO GROWTH ETF FXD PERCENTAGE DISTRIBUTION UN
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Inception date
Jan 23, 2023
The fund aims to provide 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. Equity funds are expected to make up 80% of the holdings as compared to the 20% 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. ZGRO s risk profile is based on the BMO ETFs returns and a blend of the returns of 55% MSCI World Total Return Index, 25% S&P TSX Capped Composite Total Return Index and 20% FTSE Canada Universe Bond Index.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF100.03%
Cash−0.03%
Top 10 holdings
Dividends
Dividend payout history