BMO Target Education 2035 Portfolio How to buy
Fund Profile


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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

  • you want a core holding that becomes more conservative as its target date approaches.
  • you are seeking to fund post-secondary education that begins around the year 2035
  • you want a fund that will actively manage a diversified asset mix appropriate for the fund’s time horizon.
  • you are comfortable with low to medium investment risk (i.e., you are willing to accept some fluctuations in the market value of your investment).


Investment Objectives and Strategies

This fund’s objective is to provide the opportunity for capital appreciation by investing primarily in a diversified mix of mutual funds and/or exchange traded funds until its target date of June 30, 2035 approaches. As the fund’s target end date approaches, the fund will gradually shift its asset mix from an exposure that is balanced between equities and fixed income securities primarily to fixed income securities and cash equivalents. The fund’s fixed income and cash equivalent exposure will be achieved either directly or indirectly through investing in a diversified mix of mutual funds and/or exchange traded funds.

The fund employs an asset allocation strategy, whereby the portfolio gradually shift its asset mix from an exposure that is balanced between equities and fixed income securities to an exposure that is primarily to fixed income securities and cash equivalents.