Transformative Changes Announced for BMO ETFs and Mutual Funds

Author: Olivia Taylor Updated: 10-27-2025 08:45 AM

BMO's New Strategy for ETFs and Mutual Funds

BMO Asset Management Inc. has recently announced key changes to its management of certain BMO Exchange Traded Funds (BMO ETFs) and BMO Mutual Funds, marking an important shift in their investment strategies. The changes are set to take effect shortly, positioning BMO to better serve its client base.

Management Changes Overview

Effective soon, BMO Capital Markets Corp. and portfolio expert Brian Belski will step down from their roles as sub-advisors for several specific funds. BMO Asset Management will continue to act as the primary advisor for these ETFs and Mutual Funds, ensuring a smooth transition for existing investors.

Key ETFs Affected

The following ETFs managed by BMO are part of the management change:

BMO Canadian Core Plus US Balanced ETF (Cboe Canada: ZBCB)
BMO Canadian Equity Plus ETF (Cboe Canada: ZBEC)
BMO US Dividend Growth ETF (Cboe Canada: ZBDU/ZBDU.F)
BMO US Equity Focused ETF (Cboe Canada: ZBEU/ZBEU.F)
BMO US Large Cap Disciplined Value ETF (Cboe Canada: ZBVU)

BMO Mutual Funds Affected

In addition to ETFs, the following BMO Mutual Funds will also experience changes:

BMO U.S. All Cap Equity Fund (Series A, F, I, ETF Series (TSX: ZACE) and Advisor Series)
BMO U.S. Equity Plus Fund (Series A, F, I, and Advisor Series)

Future Management Plans

Looking ahead, BMO will replace Polen Capital HK Limited with Fullgoal Asset Management (HK) Limited for the portfolio management of the BMO Greater China Fund, set to take effect around the end of January 2026. These updates are a testament to BMO's commitment to adapting their investment strategies to meet the changing market conditions.

Investment Objective Stability

Despite these management transitions, it is critical to note that there will be no major alterations to the fundamental investment objectives or risk ratings of these BMO ETFs and Mutual Funds. This stability offers users peace of mind as BMO continues to refine its approach to asset management.

Company's Commitment to Investors

BMO remains dedicated to providing its clients with exceptional investment products and services. Those involved in investment through BMO are encouraged to familiarize themselves with the new management team and explore how these changes can benefit their investment decisions moving forward.

Frequently Asked Questions

What changes are being made to BMO ETFs?

BMO is implementing management changes for specific ETFs, including a shift in sub-advisors.

Who will replace the current managers?

Fullgoal Asset Management (HK) Limited will take over management of the BMO Greater China Fund.

Will the investment objectives change?

No, the fundamental investment objectives and risk ratings will remain the same.

What is the timeline for these changes?

The changes will take effect shortly, with some slated for early 2026.

How can I learn more about BMO ETFs?

Investors can visit BMO’s official site for more details and updates on their ETFs and Mutual Funds.

About The Author

Olivia Taylor here, a 26-year-old writer and financial advisor. After earning a degree in finance, I worked in the sector for years. I've always loved numbers and had a talent for simplifying difficult financial ideas so that anyone could understand. I wrote my first book because of this passion; it helps readers take charge of their financial futures by fusing real-life stories with useful financial advice.

Whether they are just beginning their careers, preparing for significant life events, or seeking to invest wisely, my goal with my writing is to enable people to make educated financial decisions. The foundation of my work is the conviction that security and freedom of the individual are largely determined by financial literacy. To further financial education, I run workshops and frequently write for financial blogs in addition to my books.

I like to travel, experience other cultures, and find inspiration in daily life when I'm not writing or examining market trends. My passion is utilizing sound financial practices to help people reach their financial objectives and lead the best lives possible.

Contact Olivia Taylor privately here. Or send an email with ATTN: Olivia Taylor as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.