Lipper Awards2

 

LIPPER FUND AWARDS CANADA

Best ETF Equity Group

 

BMO ETFs

LIPPER FUND AWARDS CANADA

Best Fund in the Canadian Fixed Income Space (over three years)
 

 

BMO Mid Corporate Bond Index ETF

LIPPER FUND AWARDS CANADA

Best Fund in the Energy Equity Space (over three years)
 

 

BMO Junior Gas Index ETF

LIPPER FUND AWARDS CANADA

Best Mutual Fund in the Precious Metals Equity Space
(over five years)

 

BMO Precious Metals Series A

Fundata Canada Inc.3

 

16 funds recognized by Fundata Canada Inc. with FundGrade® A ratings

 

 

FUNDGRADE (R) A ACHIEVED FOR THE YEAR

BMO Asset Management Balanced Fund

 

BMO Canadian Small Cap Equity Fund

 

BMO Enterprise Fund

 

BMO LifeStage Plus 2026 Fund

 

BMO North American Dividend Fund

 

Monegy Low Volatility High Yield Bond Fund

 

BMO Global Energy Class

 

BMO SelectTrust Growth Portfolio

BMO Long Provincial Bond Index ETF

 

BMO Low Volatility Canadian Equity ETF

 

BMO Mid Corporate Bond Index ETF

 

BMO Mid Provincial Bond Index ETF

 

BMO Mid-Term U.S. IG Corporate Bond Index ETF

 

BMO Real Return Bond Index ETF

 

BMO S&P 500 Index ETF

 

BMO Short Corporate Bond Index ETF

Pensions & Investments

BMO Global Asset Management ranked in the top 50 asset managers worldwide by Pension & Investments.4

2015 Pensions & Investments Largest U.S. Money Manager BMO Asset Management Inc.

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

BMO Precious Metals (series A), was awarded the 2015 Lipper Fund Award in the Precious Metals Equity Fund category for the five year period ending July 31, 2015 out of a total of 11 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

 

BMO Junior Gas Index ETF, was awarded the 2015 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2015 out of a total of 5 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

 

BMO Mid Corporate Bond Index ETF, was awarded the 2015 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2015 out of a total of 12 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

 

3 The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade “A” Rating identifies funds that have substantially outperformed their peers by finishing in the top 10% within their category in a given month. For more information on the rating system, please visit www.fundata.com.

 

4 Pensions & Investments (P&I) ranks investment firms based on worldwide asset under management. For the year ended December 31, 2014, BMO Global Asset Management ranked 50th.

Lipper Awards2

 

LIPPER FUND AWARDS CANADA

Best Global Equity ETF

 

BMO Global Infrastructure Index ETF

LIPPER FUND AWARDS CANADA

Best High Yield Income ETF

 

BMO High Yield US Corporate Bond
Hedged to CAD Index ETF

LIPPER FUND AWARDS CANADA

Best Energy Equity ETF

 

BMO High Yield US Corporate Bond
Hedged to CAD Index ETF

LIPPER FUND AWARDS CANADA

Best Canadian Fixed Income ETF

 

BMO Mid Corporate Bond Index ETF

LIPPER FUND AWARDS CANADA

Best Mutual Fund in the Energy Equity Space

 

BMO Global Energy Class

LIPPER FUND AWARDS CANADA

Best Mutual Fund in the North American Equity Space

 

BMO North American Dividend Fund

 

Fundata Canada Inc.3

 

6 Mutual Funds and 7 ETFs recognized by Fundata Canada Inc. with FundGrade® A+ ratings

 

 

FUNDGRADE (R) A+ ACHIEVED FOR THE YEAR

BMO Enterprise Fund

 

BMO Global Energy Class

 

BMO Global Equity Class

 

BMO International Value Class

 

BMO North American Dividend Fund

 

BMO Resource Fund

BMO China Equity Index ETF (ZCH)

 

BMO High Yield US Corp Bond Hedged to CAD Index ETF (ZHY)

 

BMO Long Corporate Bond Index ETF (ZLC)

 

BMO Low Volatility Canadian Equity ETF (ZLB)

 

BMO Mid Corporate Bond Index ETF (ZCM)

 

BMO Real Return Bond Index ETF (ZRR)

 

BMO Short Corporate Bond Index ETF (ZCS)

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

 

2The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

Lipper Awards2

 

LIPPER FUND AWARDS CANADA

Best Fund over Three Years in the Global Equity Balanced Category

 

BMO Guardian Global Diversified Fund

LIPPER FUND AWARDS CANADA

Best Fund over Five Years in the Asian Pacific Equity Category

 

BMO Guardian Asian Growth and Income Fund

 

 

Fundata Canada Inc.3

 

16 funds recognized by Fundata Canada Inc. with FundGrade® A+ ratings.

 

 

FUNDGRADE (R) A+ ACHIEVED FOR THE YEAR

BMO European Fund

 

BMO Guardian Asian Growth and Income Class

 

BMO Guardian Asian Growth and Income Fund

 

BMO Emerging Markets Fund

 

BMO Guardian Growth Solution

 

BMO Guardian Income Solution

 

BMO Guardian Monthly High Income Fund II

BMO International Value Class

 

BMO LifeStage Plus 2015 Fund

 

BMO LifeStage Plus 2020 Fund

 

BMO LifeStage Plus 2025 Fund

 

BMO Long Corporate Bond Index ETF

 

BMO Nasdaq 100 Equity Hedged to CAD Index ETF

 

BMO S&P/TSX Equal Weight Banks Index ETF

 

BMO Short Corporate Bond Index ETF

Credo Loyalty Ranking Survey

BMO ETFs ranked number one in customer loyalty three years in a row, 2011, 2012, 2013, among the ETF providers, in the Credo Loyalty Ranking Survey.

 

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

 

3The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

Lipper Awards1

 

LIPPER FUND AWARDS CANADA

Best Fund over Three Years in the Global Equity Balanced Category

 

BMO Guardian Global Diversified Fund

LIPPER FUND AWARDS CANADA

Best Fund over Five Years in the Asian Pacific Equity Category

 

BMO Guardian Asian Growth and Income Fund

Credo Loyalty Ranking Survey

BMO Asset Management ranked number one in ETF customer loyalty in the Credo Research 'February 2012 Loyalty Ranking Survey' of 33 financial services firms.

 

1 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

Lipper Awards1

 

LIPPER FUND AWARDS CANADA

Best Fund over Three Years in the Asian Pacific Category

 

BMO Guardian Asian Growth and Income Fund

LIPPER FUND AWARDS CANADA

Best Fund Five Years in Science & Technology Equity Category

 

BMO Guardian Global Technology Fund

1 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).


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