- Award-winning active and passive strategies demonstrate the breadth of BMO GAM's investment expertise and solutions platform.
- Named Best Bond Fund Family over three years in the Passive Group Category, highlighting the strength and consistency of BMO GAM's fixed income platform.
- Recognition across multiple asset classes and time periods reflects BMO GAM's focus on delivering strong, risk-adjusted performance for investors.
TORONTO, Nov. 6, 2026 /CNW/ -- BMO Global Asset Management (BMO GAM) was recognized with 13 awards at the 2026 Canada LSEG Lipper Fund Awards, including the Passive Group Award for Best Bond Fund Family over three years. The awards underscore the breadth of BMO GAM's investment capabilities and its continued focus on generating strong risk-adjusted returns for investors.
For over three decades, the LSEG Lipper Fund Awards have recognized funds and fund management firms for their consistently strong risk-adjusted 3-year, 5-year, and 10-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of fund performance.
"This recognition is a reflection of the talent and dedication of our investment teams and their commitment to delivering strong, risk-adjusted performance for clients," said Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management. "As markets continue to evolve, BMO remains focused on helping investors achieve their goals through both active and passive management, thoughtful portfolio construction and a client-first approach."
"We're proud to see our investment strategies recognized across a range of asset classes and client needs," said Sara Petrcich, Head of ETFs & Structured Solutions, BMO Global Asset Management. "These awards reflect the breadth of our platform and our ongoing focus on providing investors with innovative solutions backed by deep investment expertise."
The LSEG Lipper awards categories were updated this year; the funds are now evaluated within distinct Active and Passive universes, replacing the former Canada and Canada ETF universes. Pooled funds, non-prospectus and offering memorandum funds, and funds not domiciled in Canada are excluded from the eligible universe.
The winning individual Funds and ETFs for the following periods ending July 31, 2026, are:
Canada Active Category:
LSEG LIPPER FUND AWARDS | CLASSIFICATION & | NUMBER OF FUNDS |
BMO Monthly Dividend Fund | Canadian Fixed Income Balanced | 67 |
BMO Monthly Dividend Fund | Canadian Fixed Income Balanced | 66 |
BMO European Fund | European Equity | 12 |
BMO Floating Rate High Yield | Floating Rate Loan | 12 |
BMO U.S. Small Cap Fund | US Small/Mid Cap Equity | 27 |
BMO U.S. Small Cap Fund | US Small/Mid Cap Equity | 23 |
Canada Passive Category:
LSEG LIPPER FUND AWARDS | CLASSIFICATION & AWARDS | NUMBER OF FUNDS |
BMO Canadian Bank Income | Canadian Fixed Income | 27 |
BMO Mid Provincial Bond | Canadian Fixed Income | 25 |
BMO Mid Provincial Bond | Canadian Fixed Income | 15 |
BMO MSCI Global Selection | Global Equity | 11 |
BMO Short-Term US TIPS Index | Global Fixed Income over | 20 |
BMO Short-Term US TIPS Index | Global Fixed Income over | 12 |
Canada Passive Group Category:
LSEG LIPPER FUND AWARDS CANADA 2026 | CLASSIFICATION & AWARDS PERIOD |
BMO Global Asset Management (BMO GAM) | Best Bond Fund Family Group Over |
Past performance is not indicative of future results.
For more information please visit: BMOGAM.com
Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange-traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF. BMO ETFs 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 MSCI Global Selection Equity Index ETF (Ticker: ESGG) referred to herein is not sponsored, endorsed, or promoted by MSCI Inc. (MSCI) and MSCI bears no liability with respect to any such BMO ETFS or any index on which such BMO ETF is based. The relevant BMO ETF's prospectus contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.
BMO ETFs are managed and administered by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.
BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal.
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.
"BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under licence.
Disclaimer
About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
Canada Active Awards
BMO Monthly Dividend Fund Ltd. (Series F) - The fund's performance for the period ended September 30, 2026 was 9.74% (one year), 17.19% (three years), 8.10% (five years), 7.87% (ten years) and 6.15% (since inception on July 15, 2003). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), 1 (ten years).
BMO European Fund (Series F) - The fund's performance for the period ended September 30, 2026 was 10.69% (one year), 17.61% (three years), 10.39% (five years), 9.48% (ten years) and 10.10% (since inception on November 3, 2008). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 4 (three years), 4 (five years), 5 (ten years).
BMO Floating Rate High Yield ETF (Ticker: ZFH) - The fund's performance for the period ended September 30, 2026 was 4.09% (one year), 9.01% (three years), 6.92% (five years), 5.43% (ten years) and 5.27% (since inception on February 10, 2014). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), 5 (ten years).
BMO U.S. Small Cap Fund (Series F) - The fund's performance for the period ended September 30, 2026 was 24.75% (one year), 23.54% (three years), 14.93% (five years), and 13.38% (since inception on May 14, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), N/A (ten years).
Canada Passive Awards
BMO Canadian Bank Income Index ETF (Ticker: ZBI) - The fund's performance for the period ended September 30, 2026 was 3.04% (one year), 8.07% (three years), and 3.95% (since inception on February 7, 2022). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), N/A (five years), N/A (ten years).
BMO Mid Provincial Bond Index ETF (Ticker: ZMP) - The fund's performance for the period ended September 30, 2026 was -0.98% (one year), 5.50% (three years), 0.77% (five years), 1.46% (ten years) and 2.33% (since inception on March 19, 2013). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), 4 (ten years).
BMO MSCI Global Selection Equity Index ETF (Ticker: ESGG) - The fund's performance for the period ended September 30, 2026 was 18.61% (one year), 22.84% (three years), 14.38% (five years), and 14.18% (since inception on January 16, 2020). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), N/A (ten years).
BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) - The fund's performance for the period ended September 30, 2026 was 3.56% (one year), 6.33% (three years), 5.23% (five years), and 5.27% (since inception on January 20, 2021). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), N/A (ten years).
BMO Short-Term US TIPS Index ETF (USD Units) (Ticker: ZTIP.U) - The fund's performance for the period ended September 30, 2026 was 1.27% (one year), 4.68% (three years), 2.81% (five years), and 3.11% (since inception on January 20, 2021). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2026 are as follows: 5 (three years), 5 (five years), N/A (ten years).
About BMO Financial Group
BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.5 trillion as of July 31, 2026. Serving clients for more than 200 years, BMO provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services across Canada, the United States, and select markets globally. BMO is innovating for business value, by deploying and integrating human, digital and artificial intelligence to personalize client experiences, augment teams, and automate its business responsibly. Driven by its purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and stronger communities.
SOURCE BMO Financial Group
Media Contact: Aaron Sobeski, Toronto, Aaron.Sobeski@bmo.com, (416) 867-3996
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