BMO Ascent™ Portfolios
Grow your wealth with a sophisticated investment approach designed to help you reach your long-term goals. BMO Ascent™ Portfolios offer an exclusive solution designed to help grow your long-term wealth and ensure you’re on the path towards financial success.
Pension-style investing to help enhance returns- Dynamic portfolio management to capitalize on opportunities in the markets and help protect against potential risks.
- A core of cost-effective ETFs to help keep overall fees down
What is core-satellite investing?
In core-satellite investing, a core of diversified investments that broadly represent the market serves as the foundation of your portfolio. This core is complemented by satellite investments, which help enhance returns by taking advantage of targeted investment opportunities.
BMO Ascent™ Portfolio options
BMO Ascent™ Income Portfolio
This could be a good choice if you’re looking for a low-risk footnote star, conservative portfolio. The portfolio mainly invests in fixed income to help preserves the value of your investment, with a small allocation to equities providing a potential for capital appreciation.
Risk footnote star: Low
Target Asset allocation
- 70% - 90% Fixed income
- 10% - 30% Equity
BMO Ascent™ Conservative Portfolio
If you are a looking for a conservative, low-risk footnote star portfolio that can help preserve your investment’s value while providing some growth potential, this could be a good choice. The Portfolio mainly invests in fixed income and to a lesser extent in equities to provide potential capital appreciation.
Risk footnote star: Low to Medium
Target Asset allocation
- 50% - 70% Fixed income
- 30% - 50% Equity
BMO Ascent™ Balanced Portfolio
This could be a good choice if you’re looking for a portfolio that balances income and growth potential. This low-to-medium risk footnote star portfolio mainly invests in global equities to help provide growth, along with some fixed income.
Risk footnote star: Low to Medium
Target Asset allocation
- 30% - 50% Fixed income
- 50% - 70% Equity
BMO Ascent™ Growth Portfolio
This portfolio could be a good choice if you are looking for a growth-oriented investment with low to medium risk footnote star. The portfolio mainly invests in global equities to help provide long-term capital appreciation, with a smaller allocation to fixed income.
Risk footnote star: Low to Medium
Target Asset allocation
- 10% - 30% Fixed income
- 70% - 90% Equity
BMO Ascent™ Equity Growth Portfolio
This portfolio could be a good choice if you are looking for long-term investment growth. This medium-risk footnote star investment primarily holds equities to help provide capital appreciation.
Risk footnote star: Medium
Target Asset allocation
- 0% - 10% Fixed income
- 90% - 100% Equity
Mutual fund performance will vary over time, but it’s important to choose a fund based on how it’ll do in the long-term. Find out how BMO Ascent™ Portfolios compare.
Mutual fund fees and expenses vary from one fund to another and can change over time. Learn more about the fees associated with BMO Ascent™ Portfolios.
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Important notice about our relationship with you: The new Our Relationship brochure has key information you should know when investing with us. Learn more about BMOII’s relationship with you, the products and services we offer, how we get paid, and how we always put your interests first. LEARN MORE
- 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.
- Footnote star details All investments involve risk. The value of a Mutual Fund can go down as well as up and you could lose money. The risk of a Mutual Fund is rated based on the volatility of the Mutual Fund’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility doesn’t tell you how volatile a Mutual Fund will be in the future. A Mutual Fund with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect a Mutual Fund’s returns, see the BMO Mutual Fund’s simplified prospectus.
- BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. BMO Mutual Funds are not insured by the CDIC.BMO Ascent™ Portfolios include: BMO Ascent™ Income Portfolio, BMO Ascent™ Conservative Portfolio, BMO Ascent™ Balanced Portfolio, BMO Ascent™ Growth Portfolio and BMO Ascent™ Equity Growth Portfolio.Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the fund facts, ETF 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 the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
- Footnote 1 details BMO GAM, as of April 30, 2025.
- Footnote 2 details BMO Investments Inc.
- "BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.
