BMO

ZESG

BMO Balanced ESG ETF

All-in-One ETFGlobalTSX:ZESGCAD

Market price data current to October 28, 2026.

Key Stats

+0% 1D

Market price

As of Oct 28, 2026

Net assets

Assets under management

MER

Low cost

TTM yield

As of Sep 30, 2026

Quarterly

Distribution frequency

Income payment schedule

Underlying holdings

Broad diversification

Annualized return

What Is ZESG?

One ticker, 2,483 companies

The BMO Balanced ESG 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 its strategic index asset allocation weights of 60% equity and 40% fixed income and will invest in broad indexed equity and fixed income ETFs. The equity and fixed income securities will be selected based on ESG ratings assigned by the index providers associated with the underlying ETFs. ZESG is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.

IssuerBMO
Inception dateJanuary 16, 2020
ExchangeTSX
CurrencyCAD
Risk ratingLow to Medium
Management fee0.18%

Set it, forget it, let compounding do the heavy lifting. 💪

Additional Fund Facts

NAV$15.02
Units outstanding6,903,000
Management fee0.18%
Direct holdings6
Risk ratingLow to Medium

Fund Allocation

ESGY34%
BMO MSCI USA Selection Equity Index ETF · CAD · 456,379 shares