What Is ZBAL.T?
One ticker, 8,670 companies
The BMO Balanced ETF is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to strategic index asset allocation weights. ZBAL.T pays a 6% annual distribution set yearly and paid monthly. The ETF will invest in broad indexed equity and fixed income ETFs. ZBAL.T is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.
IssuerBMO Global Asset Management
Inception dateJanuary 24, 2022
ExchangeTSX
CurrencyCAD
Risk ratingLow to Medium
Management fee0.15%
Set it, forget it, let compounding do the heavy lifting. 💪