Information for Direct Investors
Although products are managed by Larry Berman and ETFCM, they are BMO Global Asset Management funds.
For more information:
Contact BMO directly at 1-800-668-7327 or visit https://www.bmo.com/gam/ca/investor/contact-us.
For questions regarding investment strategies and manager outlook:
Please register for the next scheduled webinar.
For information related to price, performance, and holdings:
Please use direct links to learn about each fund:
ETF Fund | ZZZD
ZZZD is an Exchange Traded Fund version of the award winning BMO Tactical Dividend ETF Fund managed by Larry Berman. ZZZD holds the Tactical Dividend ETF Mutual Fund inside an ETF format listed on the TSX. ZZZD gives you the exact same strategy with the intra-day tradeability of an ETF. Since ZZZD just launched on January 14, 2019 – see the performance history of the Tactical Dividend ETF Fund (in the box to the right)
This multi-award winning fund’s objective is to provide long term capital growth and current income. To accomplish this, we actively manage a diversified portfolio of exchange traded funds that give us exposure to income producing securities. All the while we manage the portfolio with a value investment style – increasing exposure to assets with an attractive valuation, while reducing positions in ETFs that are relatively expensive.
This is generally the most defensive of all the Sleep at Night Portfolios. Its objective is to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global equity and fixed income exchange traded funds. The fund has a broad dynamic range for its
asset mix – giving Larry Berman and ETF Capital Management the discretion to make significant tactical shifts over time – to reflect our outlook for market risk and each asset class.
Tactical Global Growth
The Growth strategy still has the “Sleep at Night” factor in its DNA, but is the most long-term capital growth focused of the family. The fund invests primarily in a diverse portfolio of global equity exchange traded funds. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook. The fun aims to deliver more up-market capture than down-market capture – aiming to improve risk adjusted returns compared to its benchmark, however it should be considered the most aggressive of all the “Sleep at Night” portfolios.
For information about investing directly with Larry Berman at ETFCM (for portfolios of 1 million dollars or greater):
Please visit ETF Capital Management at www.etfcm.com.