BMO ETF Portfolios
Combine the power of ETFs (Exchange Traded Funds) and the convenience of mutual funds in one low-fee investment.
Affordable with a $500 minimum investment or as little as $50 each month- An easy and convenient way to access a professionally managed portfolio of ETFs
- Diversified across different sectors and types of investments
Find the BMO ETF Portfolio that's right for you
Choose the BMO ETF Portfolio that matches your risk tolerance and goals.
BMO Fixed Income ETF Portfolio
A very low risk footnote star portfolio designed to reduce volatility and preserve your investment.
Target asset allocation
- 95% - 100% Fixed income
- 0% - 5% Equity
BMO Income ETF Portfolio
A low risk footnote star portfolio that designed to preserve your investment with minimum growth potential.
Target asset allocation
- 75% - 80% Fixed income
- 20% - 25% Equity
BMO Conservative ETF Portfolio
A low to medium risk footnote star portfolio that focuses on investment preservation plus some investment growth.
Target asset allocation
- 60% - 65% Fixed income
- 35% - 40% Equity
BMO Balanced ETF Portfolio
A low to medium risk footnote star portfolio that balances investment preservation with growth potential.
Target asset allocation
- 55% - 60% Equity
- 40% - 45% Fixed income
BMO Growth ETF Portfolio
A low to medium risk footnote star portfolio that focuses on growth with some investment preservation.
Target asset allocation
- 80% - 85% Equity
- 15% - 20% Fixed income
BMO Equity Growth ETF Portfolio
A medium risk footnote star portfolio that focuses on investment growth.
Target asset allocation
- 95% - 100% Equity
- 0% - 5% Fixed income
It's important to choose a fund based on its long-term performance. Get a full performance breakdown of our BMO ETF Portfolios here.
Fees can vary from fund to fund. Compare the fees of all our BMO ETF Portfolios for yourself here.
Helpful tools and resources
ETF Basics
Learn the basics of what an ETF is and what makes them such powerful investments.
Continuous Savings Plan (CSP) Calculator
Calculate how quickly your savings could grow by starting a CSP.
How to start investing
Learn the investing basics that everyone should know.
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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 detailsAll 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 ETF Portfolios include: BMO Fixed Income ETF Portfolio, BMO Income ETF Portfolio, BMO Conservative ETF Portfolio, BMO Balanced ETF Portfolio, BMO Growth ETF Portfolio and BMO Equity Growth ETF 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.
