BMO Retirement Balanced Portfolio Series A How to buy
Fund Profile

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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if:
  • you are at or near retirement seeking reduced portfolio volatility while maintaining some market exposure
  • you are comfortable with low to medium investment risk (i.e., you are willing to accept some fluctuations in the market value of your investment)

Investment Objectives and Strategies

This fund’s objective is to seek to preserve the value of your investment and provide potential for growth while seeking to reduce portfolio volatility by investing primarily, directly or indirectly, in global equities and fixed income securities.

The portfolio manager applies investment strategies that seek to reduce portfolio risk levels in order to reduce exposure to market declines. The portfolio manager applies a strategic asset allocation strategy and may dynamically shift the fund’s exposure across asset classes and markets.  The fund may invest up to 100% in mutual funds or exchange traded funds that invest primarily in global equities and fixed income securities.