BMO Low Volatility strategies designed for a smoother ride.

While volatility may have picked up across the globe, don’t subject your clients’ portfolios to the unpredictable swings in the market. The BMO Low Volatility Equity Fund can help outmaneuver financial turbulence.

 

Data-driven insights

 

Our investment process uncovers risk/return opportunities in equity markets.

 

Purposeful risk management

 

Both statistical and fundamental risk measures are integrated throughout our entire process.

 

Equity shock absorber

 

Complementary stock selection that is benchmark agnostic helps deliver strong downside protection.

BMO Low Volatility Equity Fund

 

MLVEX (Class I)

 

Morningstar - 3

 

Overall Morningstar Rating™ among 1,108 Large Value Funds
as of 9/30/17 (Class I)1

 

The BMO Low Volatility Fund has proven that it can help protect your clients’ principal during volatile times. Our consistent approach over the past three years has led to strong downside protection and upside participation.2

 

Fact sheet

Manager commentary

Prospectus

Insights

 

Benefits beyond lowered volatility

 

Portfolio managers Ernesto Ramos, Ph.D. and Jason Hans, CFA discuss the “low volatility anomaly.” They challenge the popular belief that greater risk produces higher returns.

 

Watch video

 

Watch video

For a better conversation about volatility

 

Portfolio ideas

Our latest white paper, Incorporating low volatility equity into a strategic allocation, provides three unique ways that low volatility can help investors achieve various goals.

 

 

Why minimizing downside risk matters

Investing in the long-term with a low volatility approach can help investors minimize the impact of market downturns. Navigating turbulent times provides historical data and conversation points.