BMO MatchMaker Strategic Equity Growth Portfolio How to buy
Portfolio Profile


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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Portfolio Objectives


Strategic Aggressive Growth Portfolio is suited to the aggressive growth-oriented investor. Emphasis is placed primarily on the BMO Mutual Funds invested in stock or equity investments to provide you with long-term growth and protection against inflation.

Your Strategic Portfolio is periodically monitored and every quarter, if necessary, assets are shifted within your Portfolio to ensure that the original Portfolio allocations are maintained.



About BMO MatchMaker

BMO MatchMaker Strategic Investment Service helps you build a mutual fund portfolio that can work for you even when you're spending time looking after other important priorities in your life. BMO MatchMaker offers a disciplined and structured approach to investing and is uniquely designed to work for you and your investments.

BMO MatchMaker Strategic Portfolios are re-balanced periodically to maintain your original mix of assets. They are generally reviewed four times a year and will automatically be rebalanced for you if the strategic portfolio exceeds its set target range in order to restore the recommended weightings of the funds in the portfolio. For more information on the target ranges, please refer to the BMO Mutual Funds Simplified Prospectus.

Benefits of BMO MatchMaker

  • Time savings and convenience
  • Based upon strategic asset allocation
  • Helps optimize return for different risk tolerances
  • Provides automatic rebalancing
  • Access to professional money management