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BMO Global Asset Management Recognized at Fundata FundGrade A+ Awards
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Canada NewsWire
TORONTO, Jan. 26, 2018
- Nineteen BMO ETFs and mutual funds awarded A+ Rating for 2017
TORONTO, Jan. 26, 2018 /CNW/ - BMO Global Asset Management was honoured at last night's annual Fundata FundGrade A+ Awards in Toronto, where 19 BMO exchange traded funds (ETFs) and mutual funds were recognized for their 2017 performance.
The FundGrade A+ Awards recognize funds that have shown consistent, risk-adjusted performance in a calendar year.
The following BMO ETFs and mutual funds were awarded Fundata's A+ rating:
- BMO Short Corporate Bond Index ETF (Ticker: ZCS)
- BMO Long Corporate Bond Index ETF (Ticker: ZLC)
- BMO Mid Corporate Bond Index ETF (Ticker: ZCM)
- BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
- BMO US Dividend ETF (Ticker: ZDY)
- BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC)
- BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ)
- BMO Floating Rate High Yield ETF (Ticker: ZFH)
- BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)
- BMO Mid Provincial Bond Index ETF (Ticker: ZMP)
- BMO US High Dividend Covered Call ETF (Ticker: ZWH)
- BMO Enterprise Fund Advisor Series
- BMO Tactical Dividend ETF Fund Series A
- BMO Target Education 2025 Portfolio Series A
- BMO Target Education 2030 Portfolio Series A
- BMO Emerging Markets Fund Series A
- BMO Resource Fund Series A
- BMO Target Education 2035 Portfolio Series A
- BMO Conservative ETF Portfolio Series A
"Having multiple ETFs and mutual funds honoured by Fundata demonstrates the quality and depth of our product shelf," said Kevin Gopaul, Head of BMO Global Asset Management Canada. "We're committed to providing investment products that best benefit investor portfolios, regardless of the product type, across traditional active mutual funds, ETFs with precise exposures, and solution based funds. Being recognized for both our active and passive funds is a testament to our commitment to offering a comprehensive suite of industry-leading funds to investors."
For more information please visit: www.bmo.com/gam/ca
Get the latest BMO press releases via Twitter by following @BMOmedia
About BMO Financial Group
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $710 billion as of October 31, 2017, and more than 45,000 employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.
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About the Fundata FundGrade A + Rating
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see http://www.fundgradeawards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. The FundGrade A+ Awards and the FundGrade Ratings being referenced are calculated based on comparisons of performance of investment funds within a specified category established by the CIFSC.
| Fund Name | CIFSC Category | Fund | FundGrade | FundGrade |
| BMO Short Corporate Bond Index ETF (ZCS) | Canadian Short Term Fixed Income | 142 | 1/31/2010 | 12/31/2017 |
| BMO Long Corporate Bond Index ETF (ZLC) | Canadian Long Term Fixed Income | 8 | 1/31/2011 | 12/31/2017 |
| BMO Mid Corporate Bond Index ETF (ZCM) | Canadian Fixed Income | 321 | 1/31/2011 | 12/31/2017 |
| BMO Low Volatility Canadian Equity ETF (ZLB) | Canadian Equity | 321 | 1/31/2012 | 12/31/2017 |
| BMO U.S. Dividend ETF (ZDY) | U.S. Equity | 703 | 1/31/2014 | 12/31/2017 |
| BMO Mid-Term U.S. IG Corporate Bond Idx ETF (ZIC) | Global Fixed Income | 159 | 1/31/2014 | 12/31/2017 |
| BMO MSCI Europe High Qlty Hgd to CAD Idx ETF (ZEQ) | European Equity | 92 | 1/31/2015 | 12/31/2017 |
| BMO Floating Rate High Yield ETF (ZFH) | Floating Rate Loan | 49 | 1/31/2015 | 12/31/2017 |
| BMO MSCI ACWI High Quality Index ETF (ZGQ) | Global Equity | 838 | 1/31/2015 | 12/31/2017 |
| BMO Mid Provincial Bond Index ETF (ZMP) | Canadian Fixed Income | 321 | 1/31/2014 | 12/31/2017 |
| BMO US High Dividend Covered Call ETF (ZWH) | U.S. Equity | 703 | 1/31/2015 | 12/31/2017 |
| BMO Enterprise Fund Advisor Series | Canadian Small/Mid Cap Equity | 136 | 1/31/2008 | 12/31/2017 |
| BMO Tactical Dividend ETF Fund Series A | Tactical Balanced | 146 | 1/31/2014 | 12/31/2017 |
| BMO Target Education 2025 Portfolio Series A | 2025 Target Date Portfolio | 15 | 1/31/2015 | 12/31/2017 |
| BMO Target Education 2030 Portfolio Series A | 2030 Target Date Portfolio | 15 | 1/31/2015 | 12/31/2017 |
| BMO Emerging Markets Fund Series A | Emerging Markets Equity | 113 | 1/31/2008 | 12/31/2017 |
| BMO Resource Fund Series A | Natural Resources Equity | 76 | 1/31/2008 | 12/31/2017 Werbung Mehr Nachrichten zur Bank Of Montreal CD 2 Aktie kostenlos abonnieren
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