BMO交易所買賣基金（ETF）投資組合
Combine the power of 交易所買賣基金s (Exchange Traded Funds) and the convenience of mutual funds in one low-fee investment.
最低投資額為$500，或每月最低投資額僅$50，經濟實惠。- An easy and convenient way to access a professionally managed portfolio of 交易所買賣基金s
- 在不同類股和投資類別中實現分散投資
尋找適合您的BMO ETF投資組合
Choose the BMO 交易所買賣基金 Portfolio that matches your risk tolerance and goals.
BMO固定收入ETF投資組合
A very low risk 註腳星號 portfolio designed to reduce volatility and preserve your investment.
目標資產配置
- 95% - 100% 固定收入
- 0% - 5% 股票
BMO Income ETF Portfolio
A low risk 註腳星號 portfolio that designed to preserve your investment with minimum growth potential.
目標資產配置
- 75% - 80% 固定收入
- 20% - 25% 股票
BMO Conservative ETF Portfolio
A low to medium risk 註腳星號 portfolio that focuses on investment preservation plus some investment growth.
目標資產配置
- 60% - 65% 固定收入
- 35% - 40% 股票
BMO Balanced ETF Portfolio
A low to medium risk 註腳星號 portfolio that balances investment preservation with growth potential.
目標資產配置
- 55% - 60% 股票
- 40% - 45% 固定收入
BMO Growth ETF Portfolio
A low to medium risk 註腳星號 portfolio that focuses on growth with some investment preservation.
目標資產配置
- 80% - 85% 股票
- 15% - 20% 固定收入
BMO Equity Growth ETF Portfolio
A medium risk 註腳星號 portfolio that focuses on investment growth.
目標資產配置
- 95% - 100% 股票
- 0% - 5% 固定收入
實用工具和資源
交易所買賣基金 基本知識
了解ETF的基本知識，以及造成ETF成為強項投資的原因。
持續儲蓄計劃（CSP） 計算器
計算持續儲蓄計劃（CSP）可如何讓您的儲蓄快速增長。
如何開始 投資
了解每個人都應該知道的投資基礎知識。
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 交易所買賣基金 Portfolios include: BMO 固定入息 交易所買賣基金 投資組合， BMO 入息 交易所買賣基金 投資組合， BMO 保守型 交易所買賣基金 投資組合， BMO 平衡型 交易所買賣基金 投資組合， BMO 成長型 交易所買賣基金 Portfolio and BMO 股票增長 交易所買賣基金 投資組合。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.
