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BMO Ascent Portfolios

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Exclusive, global investments for the long term

BMO Ascent™ Portfolios are an exclusive solution designed to help you reach your long-term investment goals. To grow your wealth, a strategic core of broad based exchange traded funds (ETFs) is blended with satellite investments to help capitalize on opportunities in the market.

This dynamic investment approach, used by some of the world’s largest pension funds, ensures you’re on the path towards financial success.

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BMO Ascent Portfolios – a comprehensive suite of investment solutions

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Invest with the power of BMO Global Asset Management
Global Reach, Local Expertise
#1 in Customer Service1
BMO Mutual Funds, 2006-2017 DALBAR
More than $300 Billion
in industry assets as of April 30, 2017
425 Investment Management Professionals
in 27 offices around the world

Pension style investing

A blend of broad-based core investments with satellite opportunities, designed to enhance returns.

Dynamic management

Dynamic management- Based on ongoing market activity and performance, investment managers may periodically adjust asset classes and markets to capitalize on opportunities and protect portfolios from potential risks.

Cost-effective

The BMO Ascent™ Portfolios give you the advantages of professional management together with a strategic core of lower-cost ETFs that helps keep your overall fees down.

How They Work

MUTUALFUNDSINDIVIDUALSECURITIESSPECIALIZEDETFSALTERNATIVESCORE ETFs
In core-satellite investing, a core of diversified investments that broadly represent the market serves as the foundation of a portfolio. This core is complemented by satellite investments, which help enhance returns by taking advantage of targeted investment opportunities.
BMO Ascent™ Portfolios are a sophisticated, cost-effective way to protect and grow your long-term wealth — no matter what your personal investment style is. A BMO investment professional can help you find a solution that’s right for you.
  • What is core-satellite investing?
    MUTUALFUNDSINDIVIDUALSECURITIESSPECIALIZEDETFSALTERNATIVESCORE ETFs
    In core-satellite investing, a core of diversified investments that broadly represent the market serves as the foundation of a portfolio. This core is complemented by satellite investments, which help enhance returns by taking advantage of targeted investment opportunities.
  • BMO Ascent™ Portfolios — the path is yours
    BMO Ascent™ Portfolios are a sophisticated, cost-effective way to protect and grow your long-term wealth — no matter what your personal investment style is. A BMO investment professional can help you find a solution that’s right for you.

BMO Ascent™ Portfolios

income ascent
  • Fixed Income 70%-90%
  • Equity 10%-30%
BMO Ascent Income Portfolio
This portfolio is a good choice for someone who is comfortable with low investment risk, and is looking for a conservative investment, mostly in fixed income and to a lesser extent in equities, with the potential for some capital appreciation.
conservative ascent
  • Fixed Income 50%-70%
  • Equity 30%-50%
BMO Ascent Conservative Portfolio
This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a conservative investment, mostly in fixed income and to a lesser extent in equities, with the potential for some capital appreciation.
balance ascent
  • Equity 50%-70%
  • Fixed Income 30%-50%
BMO Ascent Balanced Portfolio
This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a balanced investment in fixed income and equities with potential for some capital appreciation.
growth ascent
  • Equity 70%-90%
  • Fixed Income 10%-30%
BMO Ascent Growth Portfolio
This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a growth oriented investment, mostly in equity and to a lesser extent fixed income securities, with the potential for some capital appreciation.
equity growth ascent
  • Equity 70%-90%
  • Fixed Income 10%-30%
BMO Ascent Equity Growth Portfolio
This portfolio is a good choice for someone who is comfortable with medium investment risk, and is looking for an equity growth oriented investment, mostly in equity securities, with the potential for some capital appreciation.
  • Income Portfolio
    income ascent
    • Fixed Income 70%-90%
    • Equity 10%-30%
    BMO Ascent Income Portfolio
    This portfolio is a good choice for someone who is comfortable with low investment risk, and is looking for a conservative investment, mostly in fixed income and to a lesser extent in equities, with the potential for some capital appreciation.
  • Conservative Portfolio
    conservative ascent
    • Fixed Income 50%-70%
    • Equity 30%-50%
    BMO Ascent Conservative Portfolio
    This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a conservative investment, mostly in fixed income and to a lesser extent in equities, with the potential for some capital appreciation.
  • Balanced Portfolio
    balance ascent
    • Equity 50%-70%
    • Fixed Income 30%-50%
    BMO Ascent Balanced Portfolio
    This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a balanced investment in fixed income and equities with potential for some capital appreciation.
  • Growth Portfolio
    growth ascent
    • Equity 70%-90%
    • Fixed Income 10%-30%
    BMO Ascent Growth Portfolio
    This portfolio is a good choice for someone who is comfortable with low to medium investment risk, and is looking for a growth oriented investment, mostly in equity and to a lesser extent fixed income securities, with the potential for some capital appreciation.
  • Equity Growth
    equity growth ascent
    • Equity 70%-90%
    • Fixed Income 10%-30%
    BMO Ascent Equity Growth Portfolio
    This portfolio is a good choice for someone who is comfortable with medium investment risk, and is looking for an equity growth oriented investment, mostly in equity securities, with the potential for some capital appreciation.

Performance

Mutual fund performance will vary over time, but it’s important to choose a fund based on its long-term performance. You can compare the performance of all our BMO AscentTM Portfolios here.

Fees and expenses

Mutual fund fees and expenses vary from one fund to another, and can change over time. You can compare the fees associated with all our BMO AscentTM Portfolios here.

Expertise you can count on

Every journey needs a guide - we're here to help you every step of the way

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Expert Advisors – Let’s help keep you on the right track

Discover the many ways a BMO investment professional can help you with their market insights and ideas.
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Mutual fund essentials – Get in the know

Give yourself the advantage with mutual fund basics. We have the knowledge you need to get to the next level.
A man in a tie with a close-cropped haircut shows a folder of investment documents to a woman in a blue shirt.A man in a tie with a close-cropped haircut shows a folder of investment documents to a woman in a blue shirt.

Expert Advisors – Let’s help keep you on the right track

Discover the many ways a BMO investment professional can help you with their market insights and ideas.
A woman in a striped shirt smiles as she sits on her couch looking at her smartphone.A woman in a striped shirt smiles as she sits on her couch looking at her smartphone.

Mutual fund essentials – Get in the know

Give yourself the advantage with mutual fund basics. We have the knowledge you need to get to the next level.

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