BMO Balanced ESG ETF (ZESG.TO)
14.10
0.00 (0.00%)
CAD |
TSX |
Dec 11, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.20% | 0.01% | 94.39M | 4502.67 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 47.38% | 12.71M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide income and capital appreciation by investing primarily in one or more Underlying Funds that provide exposure to a diversified portfolio of equity securities and debt instruments of issuers anywhere in the world and that satisfy certain ESG-related criteria. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 12, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.50% |
| Stock | 60.89% |
| Bond | 38.63% |
| Convertible | 0.00% |
| Preferred | 0.02% |
| Other | -0.05% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide income and capital appreciation by investing primarily in one or more Underlying Funds that provide exposure to a diversified portfolio of equity securities and debt instruments of issuers anywhere in the world and that satisfy certain ESG-related criteria. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset CAD Balanced - Global |
| Peer Group | Global Neutral Balanced |
| Global Macro | -- |
| US Macro | -- |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Global Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |