ZCON.TO
BMO Conservative ETF
ZCON.TO
35,02
0,04 Bil. AUM
0,2% Expense Ratio
33,99 NAV
BMO Conservative ETF Profile
About BMO Conservative ETF
The fund aims to provide income and the potential for moderate long-term capital appreciation through a strategic asset allocation strategy. The strategy allocates exposure to both equity and fixed income securities primarily via other BMO ETFs. Equity funds are expected to make up 40% of the holdings as compared to the 60% occupied by fixed income funds. Alternatively, the fund may also obtain its exposure by directly investing in equity and fixed income securities, in mutual funds and/or in derivatives. ZCONs risk profile is based on the BMO ETFs returns and a blend of the returns of 25% MSCI World Total Return Index, 15% S&P TSX Capped Composite Total Return Index and 60% FTSE Canada Universe Bond Index.
- Company
- Holdings
- 0
- CUSIP
BMO Conservative ETF Sectors
| Industry | Percentage |
|---|---|
| Technology | 20,34% |
| Financial Servic | 19,03% |
| Industrials | 11,45% |
| Consumer Cyclica | 9,33% |
| Healthcare | 8,54% |
| Energy | 7,74% |
| Communication Se | 6,59% |
| Basic Materials | 5,97% |
| Consumer Defensi | 5,74% |
| Utilities | 2,89% |
| Real Estate | 2,39% |