BMO Balanced ETF Portfolio How to buy
Fund Profile

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Fund Facts
Prospectuses, Financial Reports & Other Important Information

Reasons to Invest in the Fund
  • Simple, all-in-one investment solution that saves you valuable time
  • Diversified portfolio of ETFs combined in a single mutual fund
  • Portfolio that targets a potential maximum return for a given level of risk
  • Professional portfolio management with ongoing monitoring
  • It can be used as a core holding in your portfolio
  • Lower cost structure than other portfolio solutions
How Your Money is Invested?

This fund aims to provide a balance between capital preservation and capital appreciation potential. The portfolio manager will attempt to achieve this by:
  • Using strategic asset allocation
  • Reviewing and rebalancing the portfolio on an ongoing basis to stay on track with allocation targets