BMO Global Enhanced Income ETF (ZWQT.TO)
16.61
-0.04
(-0.24%)
CAD |
TSX |
May 23, 12:54
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.71% | 0.10% | 37.30M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.09% | 88.94% | 21.89M | Upgrade |
Basic Info
| Investment Strategy | |
| The fund’s objective is to provide income and long-term capital growth by investing primarily in a diversified portfolio of global equity exchange traded funds that are higher yielding than the broader equity market. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Global Equity |
| Category Index | -- |
| Global Category Name | Global Equity Large Cap |
| YCharts Categorization | Global Equity |
| YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Investments Inc. |
| Prospectus Benchmark Index | |
| MSCI EAFE NR CAD | 20.00% |
| S&P 500 TR CAD | 60.00% |
| S&P/TSX Composite TR | 20.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Chris Heakes | 1.92 yrs |
| Chris McHaney | 1.92 yrs |
| Robert Bechard | 1.92 yrs |
Performance Versus Category
As of May 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 22, 2024.
Basic Info
| Investment Strategy | |
| The fund’s objective is to provide income and long-term capital growth by investing primarily in a diversified portfolio of global equity exchange traded funds that are higher yielding than the broader equity market. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Equity |
| Category Name | Global Equity |
| Category Index | -- |
| Global Category Name | Global Equity Large Cap |
| YCharts Categorization | Global Equity |
| YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | BMO Investments Inc. |
| Prospectus Benchmark Index | |
| MSCI EAFE NR CAD | 20.00% |
| S&P 500 TR CAD | 60.00% |
| S&P/TSX Composite TR | 20.00% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Chris Heakes | 1.92 yrs |
| Chris McHaney | 1.92 yrs |
| Robert Bechard | 1.92 yrs |