ETF Sage
Canadian ETF knowledgebase
ETF Sage
Canadian ETF knowledgebase
The fund has been designed to provide exposure to a low beta weighted portfolio of U.S. stocks. Beta measures the security's sensitivity to market movements.
The ETF utilizes a rules based methodology to build a portfolio of less market sensitive stocks from a universe of international large cap stocks.
The foreign currency exposure is hedged back to the Canadian dollar.
The underlying portfolio is rebalanced in June and reconstituted in December.
| Fundamentals | |
|---|---|
| Category (main) | American Equity - Low Beta stocks |
| Category (other) | Minimum Volatility |
Underlying Index  |
No Index |
| ETF Structure | Active management. No index |
| Asset Class |
Equity - Low Beta stocks |
| Region |
USA |
| Issuer | BMO |
| ETF Home Page | Available here |
| Fund Facts | |
|---|---|
| Inception Date | Feb 10, 2016 |
| Total Holdings |
2 (84) * |
Distribution Frequency  |
Quarterly |
| Leverage |
None |
| Significant Currency Exposure
|
Yes |
| Currency Hedging
|
Yes |
* Holds cash and US-based BMO Low Vol US Equity ETF
| Fees | |
|---|---|
| Management Fee |
0.30% |
| Management Expense Ratio (MER) |
0.34% |
| Trading Information | |
|---|---|
| Ticker | ZLH |
| Exchange |
TSX (Toronto Stock Exchange) |
| Currency |
CAD |
| Eligibility | |
|---|---|
| Eligibility * |
RRSP, RRIF, RESP, TFSA, DPSP, RDSP |
| DRIP available ** |
Yes |
| PACC Plan available ** |
Unknown |
| SWP available ** |
Unknown |
* Always check eligibility with your plan operator as plans and accounts can differ
** Not all brokers can facilitate these plans. Check with your broker.
To view the TSX or Morningstar fund page for this ETF click on the Fund Data menu tab or below:
