BMO SelectTrust® Portfolios
取得符合您個人風格的基金績效。BMO SelectTrust® Portfolios are a professionally managed, all-in-one solution designed to meet your investment needs.
方便的一站式解決方案，簡單、節省時間並提供更大的靈活性- 這些是運用我們最佳投資理念的多樣化投資組合，目標是取得最高潛在回報，且一切都控制在您可承擔的風險範圍內。
- 透過可靠的合作夥伴提供專業投資組合經理人的主動監測，有助您享受安心的投資體驗
BMO SelectTrust® Portfolio options
獲得多元化的混合投資其實並不困難。BMO SelectTrust® Portfolios offer six distinct mutual fund portfolios that help meet your investment needs now, and down the road.
BMO SelectTrust® Fixed Income Portfolio
如果您想保存您投資項目的價值，這應該是一個很好的選擇。 The Portfolio mainly invests in BMO Mutual Funds with lower risk 註腳星號 holdings, like cash, and fixed income securities, like bonds. 這種產品有助您經得起市場起伏，為您的資金提供更多穩定性。
風險 註腳星號: Low
目標資產配置：
- 0% - 5% 股票
- 95% - 100% 固定收入
BMO SelectTrust® Income Portfolio
如果您想保住您的投資價值，同時享受高額的收入，這個投資組合不失為一個不錯的選擇。 The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. This helps you weather the ups and downs of the market while benefiting from a generous yield and low risk 註腳星號.
風險 註腳星號: Low
目標資產配置：
- 20% - 30% 股票
- 70% - 80% 固定收入
BMO SelectTrust® Conservative Portfolio
如果您正尋找高收入和一些資本增值的投資機會，這個投資組合將不失為一個正確的選擇。 The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. 這種組合可產生豐厚的收益，有助您的的投資獲利。
風險 註腳星號: Low to Medium
目標資產配置：
- 30% - 45% 股票
- 55% - 70% 固定收入
BMO SelectTrust® Balanced Portfolio
Enjoy a balance of income and capital appreciation with this Portfolio that mainly invests in a blend of other BMO Mutual Funds to achieve a diversified mix of asset classes like stocks and bonds. 這可以協助您的投資增長，同時受益於豐厚的收益。
風險 註腳星號: Low to Medium
目標資產配置：
- 50% - 70% Equit
- 30% - 50% 固定收入
BMO SelectTrust® Growth Portfolio
正在尋找長期增長？ This Portfolio mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds, to a lesser extent. 這可以協助您在生成收入的同時增長您的投資。
風險 註腳星號: Low to Medium
目標資產配置：
- 70% - 90% 股票
- 10% - 30% 固定收入
BMO SelectTrust® Equity Growth Portfolio
想獲得長期增長的潛力和節稅的股息收入？ This Portfolio mainly invests in BMO Mutual Funds that hold equity securities like stocks, helping you enjoy a higher level of possible growth.
風險 註腳星號: Medium
目標資產配置：
- 95% - 100% 股票
- 0% - 5% 固定收入
實用工具和資源
需要協助？詢問 專家
Get market insights and ideas from a BMO investment professional.
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.
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.
- Footnote star detailsAll 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 SelectTrust Portfolios include: BMO SelectTrust Fixed Income Portfolio, BMO SelectTrust Income Portfolio, BMO SelectTrust Conservative Portfolio, BMO SelectTrust Balanced Portfolio, BMO SelectTrust Growth Portfolio and BMO SelectTrust 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.
