BMO ETF Portfolios
ETF-based investment portfolios designed to help you reach your financial goals.
BMO ETF Portfolios are structured with the investor in mind.
These six risk-differentiated portfolios invest in ETFs to provide you with cost-efficient solutions to help you create and manage your long-term wealth. The ETF Portfolios leverage the insights of BMO GAM’s Multi-Asset Solutions Team, as well as the insights of the 100+ other fundamental and quantitative investment professionals of BMO GAM.
BMO GAM takes care of many of the functions investors find time consuming, such as market research, ETF selection, asset allocation, ongoing portfolio monitoring and rebalancing. This simplifies investing and gives you peace of mind knowing your investments are with a trusted partner.
"The BMO ETF Portfolios just passed the 10-year mark.
Over the decade, the portfolios have been tested: by geopolitical events, a global pandemic, and some of the most dramatic regime shifts across equities and fixed income ever seen. Through it all, we followed a disciplined framework, leveraging the full strength of BMO GAM’s fundamental and quantitative research capabilities.
The value proposition of cost-effective broad-market ETF exposure, delivered with the financial planning benefits of a mutual fund and active asset allocation will continue to benefit investors for the next ten years and beyond."
10 years of milestones
What were you doing in 2013? 10 years can seem like a long time, yet it can feel like a blink of an eye. It is good to stop and look back at the milestones passed and achieved.
Benefits of investing in BMO ETF Portfolios
An all-in-one ETF-based investment solution
BMO ETF Portfolios offer a full suite of risk-based solutions, each with a strategic asset mix, making it easy for you to choose the right portfolio.
BMO Global Asset Management builds diversified portfolios using BMO’s ETFs from around the world to produce returns that meet a given level of risk while seeking to avoid the lows of volatile markets. Investors can select a portfolio based on their individual investment goals and objectives. BMO ETF Portfolios use ETFs to more efficiently access the market.
* Volatility is a Measures how much the price of an asset fluctuates.
BMO Multi-Asset investment strategy - the Five Lenses process
Your team of portfolio-building professionals
Resources and documents
Start investing with us
Financial advisors, please contact your regional wholesalers, or call us on 1-800-668-7327
If you are an investor, please speak to your financial advisor about including one or more of our mutual funds in your portfolio.
ETF portfolios FAQ
Disclosures
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
This material is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. 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.
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