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A focus on quality for sustainable growth

A focus on quality for sustainable growth

The global equity market, as represented by the MSCI World Index, contains over 1,600 companies* with growth potential. However, investing in the broad market means taking the good with the bad – and everything in between. These days, selecting the best of the best is not easy, so advisors and their clients need to consider growth strategies engineered to weather ups-and-downs over time, with return potential that gets them where they want to be.

  • Research has shown that equity investing with a high quality focus has earned a return premium while reducing risk over longer periods of time.
  • High quality companies are defined as market leaders with durable business models and sustainable competitive advantages.
  • BMO MSCI All Country World High Quality Index ETF invests in stocks using an analysis of three fundamental quality factors; high return on equity, low financial leverage and stable earnings growth.
  • BMO Concentrated Global Equity Fund applies a set of 10 growth and quality criteria to ensure it selects companies that will still be thriving in 5-10 years’ time.
  • Core equity exposure focused on high quality global companies
  • Long-term Sustainable growth
  • Strategies that avoid cyclical businesses and seasonal sectors
  • Power of concentrated portfolios
  • Versatility of Mutual Fund and ETF options



The challenge: sustainable, long-term growth

The challenge: sustainable, long-term growth

Source: BMO Global Asset Management as at December 31, 2018.

The growth is out there

BMO’s global growth strategies are engineered to invest in companies that operate in industries and sectors capable of sustained growth well beyond the normal market time horizon. With disciplined sector allocation, the Funds typically avoid sectors that are closely tied to the economic cycle, like Energy, Industrials and Utilities and focus on quality companies in sectors like Health Care, Information Technology and Consumer Staples. As such, the Funds are an excellent source of diversified growth potential as they typically have little to no exposure to Canada.



How to use market short-sightedness to deliver long-term growth for investors

“Advisors and their clients can feel comfortable that when the next cyclical slump arrives, their exposure to the high quality companies we’ve selected should help protect their portfolios.”

Michael Hughes

SVP and Client Portfolio Manager

Guardian Capital



10 year annualized return vs. the 10 year standard deviation. All returns in CAD (Net). Source: MSCI November 2018.

Quality investing: Superior risk adjusted returns

Over time, quality stocks tend to provide higher returns and lower volatility than the market. The BMO MSCI All Country World High Quality Index ETF seeks to replicate this by implementing three fundamental quality factors.




Learn about more options for global growth

Learn about more options for global growth




Resources for you and your business

Resources for you and your business

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Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

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