What Is ZBCB?
The BMO Canadian Core Plus US Balanced ETF seeks to provide a balance of income and long-term capital appreciation by investing in Canadian and U.S. equities and fixed income. Equities are selected using a fundamental process and discipline to develop the sub-advisor’s current views on U.S. and Canadian equities across sectors, industries and styles. Fixed income is selected using a highly disciplined approach that dynamically adjusts the portfolio’s duration and credit exposure to adapt to changing market conditions, such as the shape of the yield curve, credit spreads and volatility. The ETF will rebalance at least once per calendar year to an asset class target of 60% equities and 40% fixed income.
Set it, forget it, let compounding do the heavy lifting. 💪