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Bmo Balanced Etf Portfolio F (0P0000ZACZ)

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16.024 +0.050    +0.30%
21/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 10.01B
Type:  Fund
Market:  Canada
Issuer:  BMO Investments Inc.
Asset Class:  Other
BMO Balanced ETF Portfolio F 16.024 +0.050 +0.30%

0P0000ZACZ Overview

 
On this page you'll find an in-depth profile of Bmo Balanced Etf Portfolio F. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZACZ among other information.
Category

Global Neutral Balanced

Total Assets

10.01B

Expenses

Inception Date

Aug 12, 2013

Investment Strategy

This fund’s objective is to provide a balanced portfolio by investing primarily in exchange traded funds that invest in Canadian, U.S. and international fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in individual fixed income and equity securities and cash or cash equivalents. The fund’s asset mix may be changed over time to reflect the portfolio manager’s long-term outlook for each asset class.

Contact Information

Address Suite 4200
Toronto,ON M5K 1J5
Canada
Phone 1-800-668-7327
Fax 416 867 6203

Top Executives

Name Title Since Until
Sadiq S. Adatia CIO (Chief Investment Officer) 2021 Now
Biography As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Before joining BMO GAM, Sadiq was CIO at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada.He is a Fellow of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Steve Shepherd Portfolio Manager 2014 Now
Biography Steve has 20 yrs’ experience in the investment industry, and currently serves as an investment strategist, focussing primarily on the asset allocation of BMO AM's fund of fund solutions. Steve has had senior roles in sales and product development, most recently as Vice President, Equity Strategies with BMO Investments Inc.. Steve holds an Honours BA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.
Paul Taylor CIO (Chief Investment Officer) 2014 2018
Biography Paul oversees asset allocation both from a strategic and tactical perspective for the firm’s multi-asset class strategies, in addition to being a member of its leadership team. He has 25 years of investment industry experience, 10 of which have been with BMO Financial Group. Paul earned his Bachelor of Arts (Economics) degree from the University of Western Ontario and his Masters of Business Administration (MBA) degree from Queen’s University. He is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society.
Rob Bechard Portfolio Manager 2013 2014
Biography Rob Bechard has been in the investment industry since 1998. Prior to joining BMO, Rob was a fixed income portfolio manager at Barclays Global Investors for 7 years in both their London (UK) and Toronto offices. In addition, Rob has worked extensively on synthetic equity and currency hedged portfolios. Rob holds a BSc in mathematics from Queen’s University, Kingston, Canada and an MSc in mathematical trading and finance from City University Business School, London, England. He also has received his CFA designation.
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