What is a fund of funds?

A fund of funds, sometimes referred to as a managed portfolio, invest primarily in other investments such as mutual funds, exchange-traded funds, hedge funds, or private equity funds, to achieve broader diversification either through exposure to various geographies and/or asset classes.

Is a managed portfolio right for me?

These portfolios suit investors who prefer a hands-off approach but would like to receive customized and active management to potentially achieve better risk adjusted returns. To understand the risks and benefits of a managed portfolio, it’s recommended to speak with your financial advisor before making an investment decision.

BMO Managed Portfolios

Tailored solutions to achieve your unique financial goals, resulting in a smoother ride to your investment destination.

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Choose your financial destination, we’ll manage the journey

BMO Managed Portfolios provide access to the full breadth of our investment capabilities. What sets our strategy apart is a more global focus, greater emphasis on alternative investments, exposure to the growth potential of small-cap stocks, and our flexibility to use new generation of mutual funds to maximize returns and manage risks.

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Investment portfolios built with your needs in mind

BMO’s investment approach to optimize returns

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Offering you a one-stop solution of diversified portfolios to meet your evolving investment needs, utilizing BMO GAM’s best ideas across all capabilities.

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Resources and documents

BMO Managed Portfolios brochure

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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.

Managed portfolio FAQs

Disclaimers

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 content 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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