BMO可持續投資組合
投資組合內持有的 BMO Sustainable Portfolios are professionally managed using a responsible investment approach.
Here’s how we’ve made it easier than ever to invest:
便利的，全方位解決方案。- 主動管理以控制風險並獲得潛在的超額績效。
- 全球資產類別的多元化混合。
我們如何 BMO Sustainable Portfolios Work
ESG considerations are important to BMO Sustainable Portfolios. With our ESG process, we evaluate investment opportunities at all levels.
How are the BMO Sustainable Portfolios designed for responsible investing?
Find the BMO Sustainable Portfolio that’s right for you
BMO Sustainable Income Portfolio
This low to medium risk 註腳星號 portfolio could be a great choice to help protect your money while leaving some room for growth.
風險 註腳星號：低至中級
目標資產配置
- 75% - 80% 固定收入
- 20% - 25% 股票
BMO永續發展保守型投資組合
This low to medium risk 註腳星號 portfolio aims to provide moderate growth while helping protect the value of your investment.
風險 註腳星號：低至中級
目標資產配置
- 60% - 70% 固定收入
- 30% - 40% 股票
BMO永續投資平衡型投資組合
If you’re looking for a balance of income and growth potential, this low-to-medium risk 註腳星號 portfolio could be right for you.
風險 註腳星號：低至中級
目標資產配置
- 40% - 50% 固定收入
- 50% - 60% 股票
BMO永續發展成長型投資組合
This low-to-medium risk 註腳星號 portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
風險 註腳星號：低至中級
目標資產配置
- 15% - 30% 固定收入
- 70% - 85% 股票
BMO Sustainable Equity Growth Portfolio
This medium risk 註腳星號 portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
風險 註腳星號: 中等
目標資產配置
- 0% - 5% 固定收入
- 95% - 100% 股票
實用工具和資源
BMO MyESG™
Try our easy, interactive BMO MyESG™ Digital Quiz to discover your responsible investing personality.
需要協助？詢問 專家
Get market insights and ideas from a BMO investment professional.
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 Sustainable Portfolios include: BMO Sustainable Income Portfolio, BMO Sustainable Conservative Portfolio, BMO Sustainable Balanced Portfolio, BMO Sustainable Growth Portfolio and BMO Sustainable 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.
