• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    BMO Launches Five New ETFs Leveraging Market Insights from BMO Capital Markets' Chief Investment Strategist Brian Belski

    5/27/25 7:03:00 AM ET
    $BMO
    Commercial Banks
    Finance
    Get the next $BMO alert in real time by email

    BMO's new Active ETFs offer a range of equity-based strategies for Investors

    TORONTO, May 27, 2025 /CNW/ - BMO Asset Management Inc., the manager of the BMO ETFs, today announced the launch of five new ETFs based on market insights from Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets.

    With more than 35 years of investment strategy and portfolio management experience on both Wall Street and Bay Street, Brian Belski is a well known and regular contributor to many financial news networks in North America. The new actively managed ETFs are designed to capture the Investment Strategy Group's views on fundamental themes, sectors, and industries within each model's investment criteria and discipline.

    "We're excited to leverage the strengths and expertise of our Investment Strategy Group and equity research team to give even more investors access to our long-standing discipline-driven investment process," said Brian Belski, Chief Investment Strategist, BMO Capital Markets Corp. "These new BMO ETFs will give investors more choices and the opportunity to invest in strategies that align with our longer-term market outlook for both Canada and the US."

    Name of BMO

    ETF

    Additional Information

    Series

    of Units

    Ticker

    Symbol

    BMO Canadian

    Core Plus US

    Balanced ETF

    BMO Canadian Core Plus US Balanced ETF seeks

    to provide a balance of income and long-term

    capital appreciation by investing, directly or

    indirectly, in Canadian and U.S. equity securities

    and debt instruments.

    CAD

    Units

    ZBCB

    BMO Canadian

    Equity Plus ETF

    BMO Canadian Equity Plus ETF seeks to provide

    long-term capital appreciation by investing, directly

    or indirectly, in equity securities of Canadian and,

    to a lesser extent, U.S. issuers.

    CAD

    Units

    ZBEC

    BMO US Large

    Cap Disciplined

    Value ETF

    BMO US Large Cap Disciplined Value ETF seeks to

    provide long-term capital appreciation by investing,

    directly or indirectly, in equity securities of issuers in

    the U.S. that exhibit value characteristics. 

    CAD

    Units

    ZBVU

    BMO US

    Dividend

    Growth ETF

    BMO US Dividend Growth ETF seeks to provide

    income and long-term capital appreciation primarily

    by investing, directly or indirectly, in dividend-paying

    equity securities of issuers in the U.S with a focus on

    consistent dividends, yield and growth.

     

    The exposure that the portion of the BMO ETF's

    portfolio attributable to the Hedged Units has to

    foreign currencies will be hedged back to the

    Canadian dollar.

    CAD

    Units

     

    ZBDU

    Hedged

    Units

    ZBDU.F

    BMO US Equity

    Focused ETF

    BMO US Equity Focused ETF seeks to provide

    long-term capital appreciation by investing, directly

    or indirectly, in equity securities of issuers in the U.S.

     

    The exposure that the portion of the BMO ETF's

    portfolio attributable to the Hedged Units has to

    foreign currencies will be hedged back to the

    Canadian dollar.

    CAD

    Units

    ZBEU

    Hedged

    Units

    ZBEU.F

    Each of the new BMO ETFs has closed its initial offering of units and is listed and trading on Cboe Canada Inc.

    For more information, please visit www.bmoetfs.com 

    Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or the simplified 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 simplified prospectus.  Exchange-traded funds 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.

    About BMO Financial Group 

    BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.5 trillion as of January 31, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.

    SOURCE BMO Financial Group

    Cision View original content: http://www.newswire.ca/en/releases/archive/May2025/27/c3438.html

    Get the next $BMO alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $BMO

    DatePrice TargetRatingAnalyst
    6/9/2025Overweight → Equal Weight
    Barclays
    5/15/2025Sector Perform
    Scotiabank
    4/4/2025Sector Outperform → Neutral
    CIBC
    1/8/2025Sector Perform → Outperform
    RBC Capital Mkts
    12/6/2024Neutral → Sector Outperform
    CIBC
    12/6/2024Sector Perform → Sector Outperform
    Scotiabank
    8/28/2024Buy → Neutral
    BofA Securities
    8/28/2024Sector Outperform → Sector Perform
    Scotiabank
    More analyst ratings

    $BMO
    SEC Filings

    See more
    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/20/25 2:31:52 PM ET
      $BMO
      Commercial Banks
      Finance
    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/20/25 2:30:48 PM ET
      $BMO
      Commercial Banks
      Finance
    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/20/25 2:30:08 PM ET
      $BMO
      Commercial Banks
      Finance