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BMO ETF Portfolios

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The power of ETFs and the convenience of mutual funds

BMO ETF Portfolios are an innovative and convenient way to invest in BMO Exchange Traded Funds (ETFs). They’re mutual funds that invest primarily in BMO ETFs, so they’re easy to use — while still offering efficient, low-cost access to markets and asset classes.

They’re great for: anyone who wants convenient access to ETFs in a diversified portfolio matched to their level of comfort with risk.

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Special offer: Invest by March 1st 2018 and...

Get up to $750*

Bonus of up to $650!*

Invest for the first time with BMO Mutual Funds, and get a bonus of up to $650*.

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Bonus of $100!*

Invest automatically with a Continuous Savings Plan (CSP) equal to $300 per month and get a $100 bonus!*

Tip: A CSP is the easy way to save by making regular contributions to your BMO Mutual Funds.
Offer available only for more days.
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How BMO ETF Portfolios work

Invest with the power of BMO
Exchange Traded Funds

#1 in Canadian net new ETF
assets 6 years in a row

#1 most precise fixed
income suite in Canada

Top 20 ETF provider worldwide
with listing on 3 continents4.

A simple, all-in-one solution

These diversified portfolios were created to use BMO’s award-winning ETFs to earn-which and seeks to earn the highest potential returns for your risk comfort level. We’ll help you find the portfolio that matches your own personal style.

Professionally managed

BMO ETF Portfolios are continuously monitored and rebalanced to help keep them on target. This helps make investing simpler, and lets you enjoy the peace of mind of knowing your investments are on track.

Efficient and cost-effective

Through a combination of active fund management and passive ETFs, you get a diversified portfolio that can provide efficient, low-cost access to markets, with potential for long-term growth.

BMO ETF Portfolio options

Our BMO ETF Portfolios are designed to meet your needs. Have a look below to see which portfolio might be right for you — then book an appointment with a BMO investment professional to get started.
etf risk meter

BMO Fixed Income ETF Portfolio

This portfolio is a good choice if you want to help preserve the value of your investment and are comfortable with low investment risk. This portfolio mainly invests in fixed income ETFs to help reduce volatility.
fixed income etf image

Asset Allocation

  • 95%-100% Fixed income
  • 0%-5% Equity

BMO Income ETF Portfolio

This portfolio is designed for investors who are comfortable with low investment risk, who want to invest mostly in fixed income and to a lesser extent in equity ETFs with growth potential.
income etf image

Asset Allocation

  • 75%-80% Fixed income
  • 20%-25% Equity

BMO Conservative ETF Portfolio

This portfolio was created for investors who are comfortable with low to medium investment risk, who want to invest mostly in fixed income and equity exchange traded funds with the potential for some growth.
balanced etf image

Asset Allocation

  • 60%-65% Fixed income
  • 35%-40% Equity

BMO Balanced ETF Portfolio

This portfolio is designed for investors who are comfortable with low to medium investment risk. The portfolio has a balanced blend of fixed income and equity ETFs to provide some growth potential along with a focus on preserving the value of your investment.
balanced etf image

Asset Allocation

  • 55%-60% Equity
  • 40%-45% Fixed income

BMO Growth ETF Portfolio

This portfolio is for investors with a growth-oriented investment style who are comfortable with low to medium investment risk. The portfolio mainly holds equity and, to a lesser extent, fixed income ETFs. This can help you grow and preserve the long-term value of your investments.
growth etf image

Asset Allocation

  • 80%-85% Equity
  • 15%-20% Fixed income

BMO Equity Growth ETF Portfolio

This portfolio was created for investors who are looking for long-term growth and are comfortable with medium investment risk. The portfolio mainly invests in equity ETFs with growth potential.
equity growth etf image

Asset Allocation

  • 95%-100% Equity
  • 0%-5% Fixed income
  • BMO Fixed Income ETF Portfolio
    BMO Fixed Income ETF Portfolio
    This portfolio is a good choice if you want to help preserve the value of your investment and are comfortable with low investment risk. This portfolio mainly invests in fixed income ETFs to help reduce volatility.
    fixed income etf image
    Asset Allocation
    • 95%-100% Fixed income
    • 0%-5% Equity
  • BMO Income ETF Portfolio
    BMO Income ETF Portfolio
    This portfolio is designed for investors who are comfortable with low investment risk, who want to invest mostly in fixed income and to a lesser extent in equity ETFs with growth potential.
    income etf image
    Asset Allocation
    • 75%-80% Fixed income
    • 20%-25% Equity
  • BMO Conservative ETF Portfolio
    BMO Conservative ETF Portfolio
    This portfolio was created for investors who are comfortable with low to medium investment risk, who want to invest mostly in fixed income and equity exchange traded funds with the potential for some growth.
    balanced etf image
    Asset Allocation
    • 60%-65% Fixed income
    • 35%-40% Equity
  • BMO Balanced ETF Portfolio
    BMO Balanced ETF Portfolio
    This portfolio is designed for investors who are comfortable with low to medium investment risk. The portfolio has a balanced blend of fixed income and equity ETFs to provide some growth potential along with a focus on preserving the value of your investment.
    balanced etf image
    Asset Allocation
    • 55%-60% Equity
    • 40%-45% Fixed income
  • BMO Growth ETF Portfolio
    BMO Growth ETF Portfolio
    This portfolio is for investors with a growth-oriented investment style who are comfortable with low to medium investment risk. The portfolio mainly holds equity and, to a lesser extent, fixed income ETFs. This can help you grow and preserve the long-term value of your investments.
    growth etf image
    Asset Allocation
    • 80%-85% Equity
    • 15%-20% Fixed income
  • BMO Equity Growth ETF Portfolio
    BMO Equity Growth ETF Portfolio
    This portfolio was created for investors who are looking for long-term growth and are comfortable with medium investment risk. The portfolio mainly invests in equity ETFs with growth potential.
    equity growth etf image
    Asset Allocation
    • 95%-100% Equity
    • 0%-5% Fixed income

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 ETF 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 ETF Portfolios here.

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Mutual fund essentials – Get in the know

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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.
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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  • * Terms and conditions apply. Click here for details on the Winter 2018 BMO Mutual Funds Bonus Offers
  • + Winter 2018 BMO Mutual Funds Contest Terms and Conditions (for existing BMO Mutual Funds Customers).
  • Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
  • Investment professional refers to Financial Services Managers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives of BMO Investments Inc.