Asset Allocation ETFs

BMO Asset Allocation ETFs offer all-in-one solutions that simplify investing and mitigate risks, giving you more time to enjoy your life.

Explore our ETFs

All-in-one ETF solutions

With the simplicity of a single ETF, you can access a diverse range of investment options that match with your unique personal goals, including time horizon, risk profile1, and asset mix.

Why invest in Asset Allocation ETFs

  • Simplified investing
    Choose the right portfolio with ease, each with a strategic asset mix tailored for your financial goals.

  • Instant diversification
    Provides a diversified portfolio with a mix of global assets to match your risk profile and reduced volatility.

  • Professionally constructed
    Leverage the asset allocation experience that BMO Global Asset Management offers through a disciplined approach and automatic rebalancing.

  • Low cost
    Buy an entire portfolio of ETFs in one investment for a management fee of 0.18%, with no added cost of the underlying holdings.

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Strategies for everyone

Choose an ETF from our line-up of all-in-one portfolios to match your financial goals. BMO Global Asset Management offers strategically designed solutions to help keep your risk and return objectives on track.

Retirement Income

When you are in retirement and aiming to balance growth and regular cash flow, BMO Asset Allocation ETFs with monthly distributions can help reach your financial goals:

BMO Monthly Income ETF (ZMI, ZMI.U)
BMO Balanced ETF (Fixed Percentage Distribution Units) (ZBAL.T)2
BMO Growth ETF (Fixed Percentage Distribution Units) (ZGRO.T)2

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Resources and documents

BMO Asset Allocation ETFs whitepaper

Get started

You can purchase BMO ETFs through your direct investing account with your online broker, or through your investment advisor.

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Asset Allocation ETFs FAQ

Notes

1Risk Profile – Comprised of a client’s risk tolerance (i.e. client’s willingness to accept risk) and risk capacity (i.e. a client’s ability to endure potential financial loss).

2Fixed Percentage Distribution Units provide a fixed monthly distribution based on an annual distribution rate. Distributions may be comprised of net income, net realized capital gains and/​or a return of capital.

2Fixed Percentage Distribution Units provide a fixed monthly distribution based on an annual distribution rate. Distributions may be comprised of net income, net realized capital gains and/​or a return of capital.

Disclaimers

This material is for information purposes. 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.

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.

“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.