BMO InvestorlLine - BMO InvestorLine
Transcription
BMO InvestorlLine - BMO InvestorLine
BMO ETF Roadmap BMO Exchange Traded Funds W ith BMO ETFs’ extensive offering of equity based exchange-traded funds, investors can now get efficient access to diverse markets ranging from broad-based equities in different geographical regions to sector based equities. BMO ETFs benefit investors by making customized portfolio construction and completion an easy and simple process. The BMO ETF equity map groups each product according to its geographical exposure and includes relevant information such as trading tickers and dividend yields. Equity Roadmap US Canada BMO Equal Weight REITs BMO Dow Jones Industrial Average ZRE ZDJ Dividend Yield: 7.2% hedged to CAD Dividend Yield: 2.8% BMO Equal Weight Banks ZEB BMO DJ Canada Titans 60 BMO Equal Weight Oil & Gas Dividend Yield: 2.7% Dividend Yield: 4.1% BMO Equal Weight US Banks ZUB hedged to CAD Dividend Yield: 1.7% BMO Equal Wgt US Health Care ZCN ZUH BMO US Equity ZEO ZUE Dividend Yield: 3.9% hedged to CAD Dividend Yield: 2.2% BMO Equal Weight Utilities ZUT hedged to CAD Dividend Yield: 0.8% BMO Nasdaq 100 Equity ZQQ hedged to CAD Dividend Yield: 0.7% Dividend Yield: 5.9% BMO Junior Gold BMO Junior Gas ZJG BMO Junior Oil ZJN Dividend Yield: 0.0% ZJO Dividend Yield: 1.3% Dividend Yield: 0.8% Global BMO Equal Wgt Global Base Metals BMO India Equity ZMT BMO International Equity ZDM hedged to CAD Dividend Yield: 2.6% ZID hedged to CAD Dividend Yield: 0.9% BMO Emerging Markets Equity BMO Global Infrastructure Dividend Yield: 1.9% ZGI Dividend Yield: 4.0% ZEM hedged to CAD Dividend Yield: 0.9% BMO China Equity ZCH hedged to CAD Dividend Yield: 1.9% BMO Exchange Traded Funds 2 T he BMO ETFs fixed income product suite is designed to allow investors to optimally build a fixed income portfolio via a pure investment that reflects their preferred risk characteristics. The bond map illustrates the segmentation of the Canadian bond market across the short, mid and long maturity terms as well as across the federal, provincial and corporate sectors. Further BMO fixed income ETFs are available, including Real Return Bonds for inflation protection, U.S. High Yield Corporate Bonds (Hedged to C$) for increased risk/return profile, and Sovereign Emerging Market Bonds (Hedged to C$) for global diversification. Fixed Income Roadmap BMO US High Yield Bond ZHY BMO Emerging Market Bond Current Yield: 9.5% Duration: 4.7 years ZEF hedged to CAD Current Yield: 5.9% Duration: 7.3 years BMO Long Corporate Bond ZLC Current Yield: 5.5% Duration: 11.7 years BMO Mid Corporate Bond ZCM Current Yield: 4.6% Duration: 5.9 years Yield BMO Long Federal Bond ZFL BMO Mid Federal Bond BMO Short Corporate Bond ZCS Current Yield: 3.1% Duration: 2.7 years BMO Aggregate Bond Current Yield: 3.7% Duration: 13.4 years ZAG ZFM Current Yield: 3.3% Duration: 6.1 years Current Yield: 3.3% Duration: 6.9 years BMO Short Provincial Bond ZPS Current Yield: 2.6% Duration: 2.8 years BMO Short Federal Bond ZFS BMO Real Return Bond Current Yield: 2.3% Duration: 2.7 years ZRR Current Yield: 1.4% Duration: 16.0 years For more information on BMO ETFs please visit bmo.com/etfs. Registered trade-mark of Bank of Montreal, used under licence. The dividend yield, current yield and duration is of the underlying index of each ETF as of May 31, 2010. This communication is intended for informational purposes only. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO ETFs are managed by BMO Asset Management Inc., an investment counsel firm separate and apart from Bank of Montreal. The Dow Jones Industrial AverageSM is a product of Dow Jones Indexes, a licensed trade-mark of CME Group Index Services LLC (“CME”), and has been licensed for use. “Dow Jones®”, “Dow Jones Industrial AverageSM”, “Dow Jones Canada Titan 60” “Diamond” and “Titans” are service marks of Dow Jones Trademark Holdings, LLC (“Dow Jones”)and have been licensed for use for certain purposes. BMO ETFs based on Dow Jones indexes are not sponsored, endorsed, sold or promoted by Dow Jones, CME or their respective affiliates and none of them makes any representation regarding the advisability of investing in such product(s). ® 230 07/10-440 Maturity