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Each of our portfolios are tailored to suit specific investment objectives, ranging from 100% Fixed Income to 100% Equity. The portfolios also allow for both risk targeting and income targeting.


You can also find specific solutions to your client’s investment goals with our ETF Tools.

Fixed Income Portfolio

Asset Allocation

0% Equity
100% Fixed Income

 

 

Risk Model: Fixed Income Portfolio

The fixed income investments in this portfolio represent lower risk investments. These investments have a similar amount of risk when compared to other fixed income investments.

 

For investors who:

 

  • Want a conservative investment mostly in fixed income ETFs with a low level of volatility.
  • Are comfortable with a low level of risk.


View associated mutual funds:

BMO Fixed Income ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Fixed Income Model

 

Download PDF ( 130 kb )

Income Model: Fixed Income Yield Plus Portfolio

The fixed income investments in this portfolio represent higher yielding investments in the fixed income asset class. These investments have a moderate amount of risk when compared to other fixed income investments, and a low amount of risk when compared to equity investments.

 

For investors who:

 

  • Want a regular monthly cash flow with potential for capital gains.
  • Are comfortable with low investment risk.


View associated mutual funds:

BMO Fixed Income Yield Plus ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Fixed Income Yield Plus Model

 

Download PDF ( 148 kb )


Income Portfolio

Asset Allocation

25% Equity
75% Fixed Income

 

 

Risk Model: Income Portfolio

The fixed income and equity investments in this portfolio represent lower risk investments in their respective asset classes.

 

For investors who:

 

  • Want a conservative investment mostly in fixed income and to a lesser extent in equity ETFs with the potential for some capital appreciation.
  • Are comfortable with low investment risk.


View associated mutual funds:

Income ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Income Model

 

Download PDF ( 131 kb )

Income Model: Fixed Income Yield Plus Portfolio

The fixed income investments in this portfolio represent higher yielding investments in the fixed income asset class. These investments have a moderate amount of risk when compared to other fixed income investments, and a low amount of risk when compared to equity investments.

 

For investors who:

 

  • Want a regular monthly cash flow with potential for capital gains.
  • Are comfortable with low investment risk.


View associated mutual funds:

BMO Fixed Income Yield Plus ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Fixed Income Yield Plus Model

 

Download PDF ( 148 kb )


Conservative Portfolio

Asset Allocation

40% Equity
60% Fixed Income

 

 

Risk Model: Conservative Portfolio

The fixed income and equity investments in this portfolio represent a balance between lower and higher risk investments in their respective asset classes.

 

For investors who:

 

  • Want a conservative investment mostly in fixed income and equity exchange traded funds with the potential for some capital appreciation.
  • Are comfortable with low to medium investment risk.


View associated mutual funds:

BMO Conservative ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Conservative Model

 

Download PDF ( 121 kb )

Income Model: Balanced Yield Plus Portfolio

The fixed income and equity investments in this portfolio represent higher yielding investments in their respective asset classes. The fixed income investments tend to have a moderate amount of risk within the asset class, and the equity investments tend to have lower risk in their asset class.

 

For investors who:

 

  • Want a regular cash flow with the potential for capital gains.
  • Are comfortable with low to medium investment risk.


View associated mutual funds:

BMO Balanced Yield Plus ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Balanced Yield Plus Model

 

Download PDF ( 129 kb )


Balanced Portfolio

Asset Allocation

60% Equity
40% Fixed Income

 

 

Risk Model: Balanced Portfolio

The fixed income and equity investments in this portfolio represent a balance between lower and higher risk investments in their respective asset classes.

 

For investors who:

 

  • Want a balanced investment mostly in fixed income and equity ETFs with the potential for some capital appreciation.
  • Are comfortable with low to medium investment risk.


View associated mutual funds:

BMO Balanced ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Balanced Model

 

Download PDF ( 125 kb )

Income Model: Balanced Yield Plus Portfolio

The fixed income and equity investments in this portfolio represent higher yielding investments in their respective asset classes. The fixed income investments tend to have a moderate amount of risk within the asset class, and the equity investments tend to have lower risk in their asset class.

 

For investors who:

 

  • Want a regular cash flow with the potential for capital gains.
  • Are comfortable with low to medium investment risk.


View associated mutual funds:

BMO Balanced Yield Plus ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Balanced Yield Plus Model

 

Download PDF ( 129 kb )


Growth Portfolio

Asset Allocation

80% Equity
20% Fixed Income

 

 

Risk Model: Growth Portfolio

The fixed income and equity investments in this portfolio represent higher risk investments in their respective asset classes.

 

For investors who:

 

  • Want to invest mostly in equity and to a lesser extent in fixed income ETFs with a growth oriented investment style.
  • Are comfortable with low to medium investment risk.


View associated mutual funds:

BMO Growth ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Growth Model

 

Download PDF ( 120 kb )


Equity Growth Portfolio

Asset Allocation

100% Equity
0% Fixed Income

 

 

Risk Model: Equity Growth Portfolio

The equity investments in this portfolio represent higher risk investments, but also offer a higher return potential.

 

For investors who:

 

  • Want an equity growth oriented investment mostly in equity ETF with the potential for some capital appreciation.
  • Are comfortable with medium investment risk.


View associated mutual funds:

BMO Equity Growth ETF Portfolio

 

View the ETF model portfolio to build a portfolio using different ETFs:

Equity Growth Model

 

Download PDF ( 120 kb )