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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% 0.03% 340.43M 1353.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 28.08% -9.496M

Basic Info

Investment Strategy
The fund's objective is to provide a fixed monthly distribution and capital appreciation potential by investing primarily in debt instruments issued by governments and corporations from around the world. The fundamental investment objectives may only be changed with the approval of a majority of the votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
12.66%
5.22%
1.67%
-15.40%
10.25%
6.59%
6.20%
1.46%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.99%
6.22%
6.82%
0.04%
-6.14%
4.47%
5.14%
4.15%
0.66%
7.08%
3.70%
0.59%
-9.01%
7.51%
5.54%
3.75%
1.06%
4.15%
5.81%
3.16%
-7.80%
8.33%
7.61%
7.25%
0.98%
--
--
--
-13.71%
7.10%
4.01%
7.29%
1.12%
As of February 21, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.62%
Stock 3.06%
Bond 96.71%
Convertible 0.00%
Preferred 0.00%
Other -2.39%
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Basic Info

Investment Strategy
The fund's objective is to provide a fixed monthly distribution and capital appreciation potential by investing primarily in debt instruments issued by governments and corporations from around the world. The fundamental investment objectives may only be changed with the approval of a majority of the votes cast at a meeting of unitholders called for that purpose.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector Fixed Income
Global Macro Bond Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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