With the continued uptick in volatility in the markets, we wanted to continue to highlight the success BMO’s Low Volatility mandates have provided.
All three of our mandates have been relatively flat to positive, providing a safe haven to your client’s during this market downtown.
YTD Performance*:
BMO Low Vol Canadian Equity ETF: +0.72
BMO Low Vol International Equity ETF: +2.09
BMO Low Vol US Equity ETF: -0.58
*Performance for the underlying ETF as of 4/7/2025
All of these mandates are available in 75/75 and 75/100
If you’d like to learn more about these mandates in our BMO GIF Contract, please click here: Book Meeting with Me
Click Here: BMO Low Vol Canadian Equity ETF Pager
Click Here: BMO Low Vol US Equity ETF Pager:
Click Here: BMO Low Vol International Equity Underlying ETF:
BMO Market Commentary:
This Week With Sadiq: Click Here
• It was a week. Equity markets slid in historic fashion, as reciprocal tariffs imposed by the U.S. landed with a larger thump than expected.
• The S&P 500 fell 9.1%, including double-digit losses in Financials, Energy and Technology. A two-day decline of more than 10% is extremely rare (a 99th percentile event dating back 70 years), topped only during the 1987 crash, the Global Financial Crisis and the pandemic shutdown. That now leaves the index deep in correction territory, down 17% from the mid-February high, while the Nasdaq has fallen into bear market terrain, down 23%.
• Meantime, the TSX fell 6.3% on the week, and it continues to perform ‘less bad’ through this episode. But that’s all relative, and Canadian equities also find themselves in correction territory, down just over 10% since late-January.
BMO ETF Portfolio Monthly Commentary: Click Here
BMO GAM Monthly House View: Click Here