BMO Ascent™投資組合
以尖端的投資方法來增加您的財富，協助您實現您的長期目標。BMO Ascent™ Portfolios offer an exclusive solution designed to help grow your long-term wealth and ensure you’re on the path towards financial success.
有助提高回報的養老金式投資- 善用市場投資契機且有助防範潛在風險的動態投資組合管理。
- A core of cost-effective 交易所買賣基金s to help keep overall fees down
什麼是核心-衛星投資？
在核心-衛星組合的投資中，一個可廣泛代表市場的多元化投資核心將作為您投資組合的基礎。再藉由使用具有針對性的衛星投資來補充核心投資，以增加投資回報機會。
BMO Ascent™ Portfolio options
BMO Ascent™ Income Portfolio
This could be a good choice if you’re looking for a low-risk 註腳星號，保守類型投資組合。這種投資組合主要投資於固定收入，以協助保障您的投資價值，同時少量配置於股票，提供資本增值的潛力。
風險 註腳星號：低
目標資產配置
- 70% - 90% 固定收入
- 10% - 30% 股票
BMO Ascent™保守類型投資組合
If you are a looking for a conservative, low-risk 註腳星號 portfolio that can help preserve your investment’s value while providing some growth potential, this could be a good choice. 這個投資組合主要投資於固定收入，其次是股票，以提供潛在的資本增值。
風險 註腳星號：低至中級
目標資產配置
- 50% - 70% 固定收入
- 30% - 50% 股票
BMO Ascent™平衡型投資組合
如果您正在尋找一個保守型和成長型的投資組合，這將是一個不錯的選擇。 This low-to-medium risk 註腳星號 portfolio mainly invests in global equities to help provide growth, along with some fixed income.
風險 註腳星號：低至中級
目標資產配置
- 30% - 50% 固定收入
- 50% - 70% 股票
BMO Ascent™成長型投資組合
This portfolio could be a good choice if you are looking for a growth-oriented investment with low to medium risk 註腳星號。此一投資組合主要投資於全球股票，以提供長期資本增值，而對固定收入的配置較少。
風險 註腳星號：低至中級
目標資產配置
- 10% - 30% 固定收入
- 70% - 90% 股票
BMO Ascent™股票成長型投資組合
如果您正在尋找長期的投資增長，這個投資組合可能是一個不錯的選擇。 This medium-risk 註腳星號 investment primarily holds equities to help provide capital appreciation.
風險 註腳星號: 中等
目標資產配置
- 0% - 10% 固定收入
- 90% - 100% 股票
實用工具和資源
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Important notice about our relationship with you: The new Our Relationship brochure has key information you should know when investing with us. 了解更多關於 BMOII’s relationship with you, the products and services we offer, how we get paid, and how we always put your interests first. 了解更多
- This material is for information purposes. 本文所載資訊並非且不應被解釋為對於任何當事方的投資、稅務或法律建議。 Particular investments and/or trading strategies should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.
- 註腳星號詳細資訊 All investments involve risk. The value of a Mutual Fund can go down as well as up and you could lose money. The risk of a Mutual Fund is rated based on the volatility of the Mutual Fund’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility doesn’t tell you how volatile a Mutual Fund will be in the future. A Mutual Fund with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect a Mutual Fund’s returns, see the BMO Mutual Fund’s simplified prospectus.
- BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. BMO Mutual Funds are not insured by the CDIC.BMO Ascent™ Portfolios include: BMO Ascent™ Income Portfolio, BMO Ascent™ Conservative Portfolio, BMO Ascent™ Balanced Portfolio, BMO Ascent™ Growth Portfolio and BMO Ascent™ Equity Growth Portfolio.Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the fund facts, 交易所買賣基金 facts or prospectus of the relevant mutual fund before investing. 互惠基金的收益並無保證，其價值會經常變動，過往的業績績效可能不會重現。收入分配並無保證，而且可能隨時會變更和/或取消。For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. 交易所買賣基金 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. 收入分配並無保證，而且可能隨時會變更和/或取消。BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
- 腳註1詳情 BMO GAM, as of April 30, 2025.
- 腳註2詳情 BMO Investments Inc.
- "BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.
