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 re-balance 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
The ZESG ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.