(As of 4/30/2024)

BMO MSCI Global ESG Leaders Index ETF (ESGG)

(Global Equity)
FundGrade A+® Rating recipient
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Inception Return
(1/16/2020)
11.04 %
YTD Return 9.34 %
NAVPS
(5/24/2024)
$45.56
Change $0.02 / 0.04 %
Growth of $10,000 (As of April 30, 2024)
MER 0.28 %
Assets ($mil) $37.12
Rank (1Yr) 260/1943
Std Dev (3Yr) -
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
BMO MSCI Global ESG Leaders Index ETF seeks to replicate, to the extent possible, the performance of an ESG-focused global equity market index, net of expenses. Currently, BMO MSCI Global ESG Leaders Index ETF seeks to replicate the performance of the MSCI World ESG Leaders Index.
Fund Manager

BMO Asset Management Inc.

Portfolio Manager

Sadiq S. Adatia, CFA, BMO Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of April 30, 2024)
Sector Allocation
(As of April 30, 2024)
Geographic Allocation
(As of April 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
BMO MSCI USA ESG Leaders Index ETF (ESGY)US EquityExchange Traded FundUnited States71.28%
BMO MSCI EAFE ESG Leaders Index ETF (ESGE)International EquityExchange Traded FundMulti-National25.51%
BMO MSCI Canada ESG Leaders Index ETF (ESGA)Canadian EquityExchange Traded FundCanada3.07%
CANADIAN DOLLARCash and EquivalentsCash and Cash EquivalentCanada0.13%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.51 6.18 20.19 9.34 21.93 10.42 -    -   
Benchmark -1.84 6.75 18.70 8.25 18.76 7.92 9.85 10.74
Quartile Ranking 3 2 1 1 1 1 - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 22.76 -13.84 23.68 -      -      -      -      -      -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 1 3 1 - - - - - - -

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