BMO Market+ ETF Strategies Combine Broad Market Exposure with Active Management Expertise

Executive Summary
- BMO Asset Management launched a new suite of five “BMO Market+” ETFs that combine broad market exposure with systematic fundamental equity analysis.
- All five ETFs have completed their initial unit offerings and are now listed and trading on Cboe Canada.
- The lineup includes global, Canadian, U.S., low‑volatility, and all‑country world equity strategies, each offered in CAD units (with hedged and USD options for the U.S. ETF).
Key Details
- ETF Names & Tickers
- BMO Market+ All Country World Equity ETF – Cboe Canada: ZMPW
- BMO Market+ Canadian Equity ETF – Cboe Canada: ZMPC
- BMO Market+ Global Equity ETF – Cboe Canada: ZMPG
- BMO Market+ Low Volatility Global Equity ETF – Cboe Canada: ZMLG
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BMO Market+ US Equity ETF – Cboe Canada: ZMPU (also ZMPU.F and ZMPU.U)
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Investment Objectives
- All Country World: Long‑term capital growth from developed & emerging market equities.
- Canadian: Long‑term capital appreciation from Canadian equity securities.
- Global: Capital appreciation from worldwide equity securities.
- Low Volatility Global: Same as Global but seeks reduced portfolio volatility.
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US Equity: Capital appreciation from U.S. companies with strong fundamentals; offered in CAD, hedged CAD, and USD units.
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Launch Mechanics
- Initial offering of units for each ETF is now closed.
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ETFs are listed and actively trading on Cboe Canada Inc.
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Management Approach
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Combines the efficiency of passive equity ETFs with a systematic model of fundamental analysis applied by portfolio managers.
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Fees & Risks
- Standard commissions, management fees, and expenses apply (see ETF Facts or simplified prospectus).
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Distributions are not guaranteed; values fluctuate and may trade at discounts to NAV.
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Further Information
- Product details: www.bmogam.com/ca-en/products/exchange‑traded‑funds/bmo-market-plus/
- General BMO ETF information: www.bmoetfs.com
Notable Quotes
“Many investors appreciate the efficiency of equity ETFs, but they are also more aware than ever of concentration risk and imbalances within traditional benchmarks,” said Bipan Rai, Managing Director and Head of ETF & Alternatives Strategy, BMO Global Asset Management.
“BMO Market+ ETFs deliver broad market exposure while giving portfolio managers the flexibility to apply fundamental equity analysis when selecting holdings.”