BMO Sustainable Portfolios
The BMO Sustainable Portfolios are professionally managed using a responsible investment approach.
Here’s how we’ve made it easier than ever to invest:
A convenient, all-in-one solution.- Active management for risk control and potential outperformance.
- A diversified blend of global asset classes.
How BMO Sustainable Portfolios Work
ESG considerations are important to BMO Sustainable Portfolios. With our ESG process, we evaluate investment opportunities at all levels.
How are the BMO Sustainable Portfolios designed for responsible investing?
Find the BMO Sustainable Portfolio that’s right for you
BMO Sustainable Income Portfolio
This low to medium risk footnote star portfolio could be a great choice to help protect your money while leaving some room for growth.
Risk footnote star: Low to Medium
Target asset allocation
- 75% - 80% Fixed income
- 20% - 25% Equity
BMO Sustainable Conservative Portfolio
This low to medium risk footnote star portfolio aims to provide moderate growth while helping protect the value of your investment.
Risk footnote star: Low to Medium
Target asset allocation
- 60% - 70% Fixed income
- 30% - 40% Equity
BMO Sustainable Balanced Portfolio
If you’re looking for a balance of income and growth potential, this low-to-medium risk footnote star portfolio could be right for you.
Risk footnote star: Low to Medium
Target asset allocation
- 40% - 50% Fixed income
- 50% - 60% Equity
BMO Sustainable Growth Portfolio
This low-to-medium risk footnote star portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
Risk footnote star: Low to Medium
Target asset allocation
- 15% - 30% Fixed income
- 70% - 85% Equity
BMO Sustainable Equity Growth Portfolio
This medium risk footnote star portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
Risk footnote star: Medium
Target asset allocation
- 0% - 5% Fixed income
- 95% - 100% Equity
Get a full performance breakdown of our BMO Sustainable Portfolios.
Compare the fees of our BMO Sustainable Portfolios for yourself.
Helpful tools and resources
BMO MyESG™
Try our easy, interactive BMO MyESG™ Digital Quiz to discover your responsible investing personality.
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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 Sustainable Portfolios include: BMO Sustainable Income Portfolio, BMO Sustainable Conservative Portfolio, BMO Sustainable Balanced Portfolio, BMO Sustainable Growth Portfolio and BMO Sustainable 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.
