skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. ZLC: Conservative investor, given where markets are trading. [BMO Long Corporate Bond Index ETF]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Conservative investor, given where markets are trading....and Trump. Seeking a 4+% yield with reasonable safety of principle in mind. In a 50/50 fund, what percentage of fixed income would you place in ZLC. Might a better approach be to just raise the total equity allocation instead by adding some US holdings, like ZWH for example? I realize you don't know all my details, just looking for a general comparison. Fantastic service, thanks.
Asked by Curtis on February 10, 2026
5i Research Answer:
ZLC is long corporate bonds. As such, it has high leverage to corporate credit and interest...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!