Alternative funds

Our alternatives funds are designed to produce returns that are not as heavily influenced by either the direction or magnitude of change within the overall markets – both equity and fixed income. As a result of the funds' low correlation coefficients, adding alternative funds to an existing portfolio may:

Provide additional diversification – cushioning the overall portfolio from the ups and downs of the broader markets.
Add return potential – including investments in non-traditional strategies, especially those outside the realm of typical mutual funds, can be a source of potential capital appreciation.

Through our alternatives funds, we provide our clients with access to investment strategies and areas of the financial markets that are often inaccessible through standard mutual funds, while also delivering daily pricing and liquidity.

Alternative fund capabilities

	Class A	Class I	Benchmarks
BMO Alternative Strategies Fund	BMATX	BMASX	BofA Merrill Lynch US 3-Month Treasury Bill HFRX Global Hedge Fund Index
BMO Global Long/Short Equity Fund	BGAQX	BGIQX	MSCI All Country World Index

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High-conviction strategies: Investing like you mean it

Liquidity tiering for potentially higher yields in the tax-free market

Better conversations. Better outcomes. podcast

Diversification does not ensure a profit or guarantee against loss.

Investing in alternative assets involves higher risks than traditional investments and therefore may not be suitable for every investor. Alternative assets may also engage in speculative investment techniques which can magnify the potential for investment loss or gain.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management and trust and custody services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO Asset Management U.S. consists of BMO Asset Management Corp., BMO Asset Management (Canada)® includes BMO Asset Management Inc.

BMO Taft-Hartley Services and BMO Trust and Custody Services are a part of BMO Global Asset Management and a division of BMO Harris Bank N.A., offering products and services through various affiliated entities of BMO Financial Group.

BMO Asset Management Corp. is the investment adviser to the BMO Funds. BMO Fund platform services are offered by BMO Investment Distributors, LLC, the distributor for the BMO Funds. Member FINRA/SIPC.

All investments involve risk, including the loss of principal.

Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation and political uncertainties.

Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-236-3863. Please read carefully before investing.

Investment advisory services in the United States are provided by BMO Asset Management Corp., LGM Investments Limited, BMO Global Asset Management (Asia) Limited, Pyrford International Limited and Taplin, Canida & Habacht, LLC.

Investment advisory services in Canada are provided by BMO Asset Management Inc., BMO Asset Management Corp., LGM Investments Limited, BMO Global Asset Management (Asia) Limited and Pyrford International Limited.

Financial promotions in the United Kingdom are provided by LGM Investments Limited, Pyrford International Limited, and F&C Management Limited. LGM Investments Limited, Pyrford International Limited, and F&C Management Limited are authorized and regulated by the Financial Conduct Authority in the United Kingdom.

Asset management services in Hong Kong are provided by BMO Global Asset Management (Asia) Limited, licensed by the Securities and Futures Commission to conduct regulated activity Type 9 - asset management under the Securities and Futures Ordinance.

This website is for informational purposes only and is not intended to provide a complete description of BMO Global Asset Management's products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Information on this website does not constitute an offer for products or services, or a solicitation of an offer in any jurisdiction in which such solicitation or offer would be unlawful. Products and services can only be offered by appropriate representatives of the respective manager. Notice to residents of the United Kingdom: For the avoidance of any doubt, the information on this website does not constitute an offer for products or services to persons in the United Kingdom.

Please read the Privacy Policy and Legal Disclosures reached through links above for important information.

Investment products are: Not a Deposit — Not FDIC Insured — No Bank Guarantee — May Lose Value.

TM/® Trade-marks/registered trade-marks of Bank of Montreal, used under license.

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Alternative funds

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