Some Investors believe in the massive potential in the U.S. market. With lockdowns subsiding and money in people’s pockets from stimulus cheques and government programs, optimism has returned. And with optimism comes a market ripe with potential opportunity. To that end, BMO ETFs recently listed BMO U.S. All Cap Equity Fund (ETF Series: ZACE).
This new ETF Series is designed specifically to capitalize on the massive potential building within the U.S. stock market and allowing investors like you to gain exposure to this opportunity. This fund’s objective is to provide long-term capital growth by investing in equity securities.
Investors Looking to Profit from the Bull Market
There are broad market gains across the board with macroeconomic trends pointing towards potential continued gains. Some Investors may then be looking around for the best equity growth ETFs to capitalize on these potential gains.
Let’s explore how the ZACE ETF Series is designed to deliver returns across the market capitalization spectrum.
The BMO U.S. All Cap Equity Fund (ETF Series: ZACE) provides investors with:
- Active stock selection of a concentrated number of high-quality holdings (60-80)
- Broad market core with targeted allocations into mid and small cap
- The broad market stock selection process will include reviewing companies on the basis of return on equity (ROE), earnings per share (EPS) growth, EPS volatility, and S&P company rating
- Benchmark: S&P 1500 Index
- Estimated MER: 0.82%
- Risk Rating*: Medium
The all-cap nature of the fund allows investors to gain exposure to smaller companies that others may have overlooked but have the potential to see gains in this bull market. Small cap stocks outperform during expansionary periods of the market cycle, and ZACE gives investors the ability to gain exposure to those returns without a high risk rating due to the diversified nature of the portfolio.
This also represents a continuation of our “active and passive” philosophy—not “active vs. passive”. We believe that better portfolios are constructed when one uses the benefits of both. This launch furthers our commitment to Active ETFs by providing access to a concentrated portfolio of Portfolio Manager Brian Belski’s best ideas to help complement an investor’s portfolio who may be seeking long-term capital growth. Our focus has always been on the end investor and helping build better portfolios. This has led us to become the second largest ETF provider in Canada. We believe this new ETF continues that focus!
Consider this ETF if you are looking for long term capital growth
We’re always looking to create the best growth ETFs on the market.
We are a leading ETF provider in Canada with more than 11 years of experience providing clients with over one hundred strategies, accounting for over 25% market share in Canada.1
Our ETFs are designed to avoid market hype and trends, working to help keep investor’s portfolios capture available returns.
BMO ETFs is partnering with you to help maximize the potential in your portfolio. Visit our website and sign up for our webinars to learn more about how you can benefit from BMO ETFs.
1 Morningstar, June 2021
DISCLAIMER:
This communication is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
The portfolio holdings are subject to change without notice and only represent a small percentage of portfolio holdings. They are not recommendations to buy or sell any particular security.
Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.
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