BMO's new Active ETFs offer a range of equity-based strategies for Investors
TORONTO, May 27, 2025 /CNW/ - BMO Asset Management Inc., the manager of the BMO ETFs, today announced the launch of five new ETFs based on market insights from Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets.
With more than 35 years of investment strategy and portfolio management experience on both Wall Street and Bay Street, Brian Belski is a well known and regular contributor to many financial news networks in North America. The new actively managed ETFs are designed to capture the Investment Strategy Group's views on fundamental themes, sectors, and industries within each model's investment criteria and discipline.
"We're excited to leverage the strengths and expertise of our Investment Strategy Group and equity research team to give even more investors access to our long-standing discipline-driven investment process," said Brian Belski, Chief Investment Strategist, BMO Capital Markets Corp. "These new BMO ETFs will give investors more choices and the opportunity to invest in strategies that align with our longer-term market outlook for both Canada and the US."
Name of BMO Additional Information Series Ticker
ETF of Units Symbol
BMO Canadian BMO Canadian Core Plus US Balanced ETF CAD ZBCB
Core Plus US seeks Units
Balanced ETF to provide a balance of income and
long-term
capital appreciation by investing,
directly or
indirectly, in Canadian and U.S. equity
securities
and debt instruments.
BMO Canadian BMO Canadian Equity Plus ETF seeks to CAD ZBEC
Equity Plus ETF provide Units
long-term capital appreciation by
investing, directly
or indirectly, in equity securities of
Canadian and,
to a lesser extent, U.S. issuers.
BMO US Large BMO US Large Cap Disciplined Value ETF CAD ZBVU
Cap Disciplined seeks to Units
Value ETF provide long-term capital appreciation
by investing,
directly or indirectly, in equity
securities of issuers
in
the U.S. that exhibit value
characteristics.
BMO US BMO US Dividend Growth ETF seeks to CAD ZBDU
Dividend provide Units
Growth ETF income and long-term capital
appreciation primarily
by investing, directly or indirectly, in
dividend-paying
equity securities of issuers in the U.S
with a focus
on
consistent dividends, yield and
growth.The exposure that the portion of
the BMO ETF's
portfolio attributable to the Hedged
Units has to
foreign currencies will be hedged back
to the
Canadian dollar.
Hedged ZBDU.F
Units
BMO US Equity BMO US Equity Focused ETF seeks to CAD ZBEU
Focused ETF provide Units
long-term capital appreciation by
investing, directly
or indirectly, in equity securities of
issuers in
the U.S.The exposure that the portion of
the BMO ETF's
portfolio attributable to the Hedged
Units has to
foreign currencies will be hedged back
to the
Canadian dollar.
Hedged ZBEU.F
Units
Each of the new BMO ETFs has closed its initial offering of units and is listed and trading on Cboe Canada Inc.
For more information, please visit www.bmoetfs.com
Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or the 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. Exchange-traded funds 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.
"BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under licence.
About BMO Financial Group
BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.5 trillion as of January 31, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.
SOURCE BMO Financial Group
View original content: http://www.newswire.ca/en/releases/archive/May2025/27/c3438.html
/CONTACT:
Media Contact: Aaron Sobeski, Toronto, Aaron.Sobeski@bmo.com, (416) 867-3996
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May 27, 2025 07:03 ET (11:03 GMT)