BMO Managed Portfolios
BMO Managed Portfolios provide access to the full breadth of our investment capabilities, offering a more global focus, greater emphasis on alternative investments, and exposure to the growth potential of small-cap stocks to maximize returns and manage risk. 註腳星號
Increased diversification with global exposure across asset classes- Best-in-class portfolio management from inside and outside of BMO
- Flexibility to use a new generation of mutual funds
BMO Managed Portfolio options
BMO offers a one-stop-solution of diversified portfolios to meet your evolving investment needs, utilizing BMO GAM’s best ideas across all capabilities.
BMO Managed Income Portfolio
Aims to provide consistent income by investing primarily in conservative mutual funds with higher exposure to fixed income.
目標資產配置
- 70%固定收入
- 30%股票
BMO Managed Conservative Portfolio
Aims to preserve the value of your investment and provide moderate potential for growth by investing primarily in mutual funds, focusing on global equities and fixed-income securities.
目標資產配置
- 60%固定收入
- 40%股票
BMO Managed Balanced Portfolio
Aims to provide a balance of income and growth by investing primarily in a mix of mutual funds, holding fixed-income and equity securities.
目標資產配置
- 40%固定收入
- 60%股票
BMO Managed Growth Portfolio
Aims to achieve long-term growth and protection against inflation by taking higher exposure in equities.
目標資產配置
- 20%固定收入
- 80%股票
BMO Managed Equity Growth Portfolio
Aims to provide exceptional long-term growth by investing primarily in mutual funds invested in equity securities.
目標資產配置
- 0%固定收入
- 100%股票
實用工具和資源
Why invest in mutual funds? Mutual fund basics for 新手
If you're new to investing, mutual funds are a great place to start learning the basics.
Mutual Funds vs. 股票
If you’re new to investing, here’s what you need to know about mutual funds and stocks.
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.
