BMO Managed Portfolios
BMO Managed Portfolios provide access to the full breadth of our investment capabilities, offering a more global focus, greater emphasis on alternative investments, and exposure to the growth potential of small-cap stocks to maximize returns and manage risk. footnote star
Increased diversification with global exposure across asset classes- Best-in-class portfolio management from inside and outside of BMO
- Flexibility to use a new generation of mutual funds
BMO Managed Portfolio options
BMO offers a one-stop-solution of diversified portfolios to meet your evolving investment needs, utilizing BMO GAM’s best ideas across all capabilities.
BMO Managed Income Portfolio
Aims to provide consistent income by investing primarily in conservative mutual funds with higher exposure to fixed income.
Target Asset allocation
- 70% Fixed Income
- 30% Equity
BMO Managed Conservative Portfolio
Aims to preserve the value of your investment and provide moderate potential for growth by investing primarily in mutual funds, focusing on global equities and fixed-income securities.
Target Asset allocation
- 60% Fixed Income
- 40% Equity
BMO Managed Balanced Portfolio
Aims to provide a balance of income and growth by investing primarily in a mix of mutual funds, holding fixed-income and equity securities.
Target Asset allocation
- 40% Fixed Income
- 60% Equity
BMO Managed Growth Portfolio
Aims to achieve long-term growth and protection against inflation by taking higher exposure in equities.
Target Asset allocation
- 20% Fixed Income
- 80% Equity
BMO Managed Equity Growth Portfolio
Aims to provide exceptional long-term growth by investing primarily in mutual funds invested in equity securities.
Target Asset allocation
- 0% Fixed Income
- 100% Equity
It's important to choose a fund based on its long-term performance. Get a full performance breakdown of our BMO Managed Portfolios here.
Fees can vary from fund to fund. Compare the fees of all our BMO Managed Portfolios for yourself here.
Helpful tools and resources
Why invest in mutual funds? Mutual fund basics for beginners
If you're new to investing, mutual funds are a great place to start learning the basics.
Mutual Funds vs. Stocks
If you’re new to investing, here’s what you need to know about mutual funds and stocks.
Have questions? That's what we're here for
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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.
