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Are you craving growth and incentive-driven?

Invest with BMO Mutual Funds by March 1, 2019 to receive a bonus of up to $1,000.1
$1,0001
when you invest in BMO Mutual Funds by March 1, 2019.
$75  Bonus1
When you set up a Continuous Savings Plan (CSP) of $50 per week.
+
Up to  $9251
When you invest with BMO Mutual Funds for the first time.
Come talk to us today. We’ll help create a financial plan that’s just right for you.

Mutual Funds



Managed portfolios

Make sure your money is awake and working for you!

Our all-in-one, balanced investment solutions are designed to fit your unique needs. BMO has a suite of diversified mutual funds with ongoing monitoring to keep them on track. Check out the range of portfolios below to find the one that matches your goals and investing style — or meet with a BMO investment professional.

Ready to invest?

Get in touch with our investment professionals.
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Take a look at some of our featured portfolios.

BMO SelectTrust® Portfolios

Powerful and easy to use, the BMO SelectTrust® Portfolios combine our best investment ideas into an all-in-one, professionally managed solution.

BMO ETF Portfolios

This simple, low-cost solution provides access to the advantages of BMO ETFs through professionally managed mutual funds.

Explore our portfolio options

mother daughter talk about bmo target education portfolios
Make a smart investment in your child’s education. This professionally managed solution is tailored to provide confidence the money will be there when your child goes off to school.
  • Simplify investing for post-secondary education
  • Enjoy tax deferred growth and education savings grants in an RESP
  • Ideal for investors with children of all ages.
Two men in jackets and ties discuss investing - one is seen over the other's shoulder, smiling and gesturing.
This suite of professionally managed portfolios combines our best investment ideas into a single solution designed to meet all your investment needs. Find a portfolio that matches your investing style.
  • Professionally managed
  • Combine active and passive investing
  • Designed to target the maximum return for the level of risk you’re comfortable with
  • An all-in-one solution for your portfolio
Learn more about BMO SelectTrust® Portfolios
Access the benefits of BMO Exchange Traded Funds through easy-to-use mutual funds. Enjoy diversified market and asset exposure at a risk level that works for you.
  • An easy-to-use investment solution designed to save you valuable time
  • Designed to target the maximum return for a particular risk level
  • Can be used as the core of your own portfolio
Learn more about BMO ETF Portfolios
Whether you’re already retired or just planning for retirement, these three portfolio solutions can help you manage your wealth by balancing growth potential with reduced risk.
  • Designed to help you weather the market’s ups and downs while still leaving room for growth
  • Ideal for investors who are at or approaching retirement
  • Our T6 series can provide tax-efficient monthly cash flow
Learn more about BMO Retirement Portfolios
Looking for an exclusive solution to help preserve and grow your long-term wealth? BMO AscentTM Portfolios are designed to keep you on track.
  • Dynamic, pension-style investing by a team of professional portfolio managers
  • Features a core of low-cost ETFs to help keep fees down
  • Core-satellite portfolio approach helps maximize return potential based on your personal risk comfort level
Learn more about BMO AscentTM Portfolios
  • BMO Target Education Portfolios
    mother daughter talk about bmo target education portfolios
    Make a smart investment in your child’s education. This professionally managed solution is tailored to provide confidence the money will be there when your child goes off to school.
    • Simplify investing for post-secondary education
    • Enjoy tax deferred growth and education savings grants in an RESP
    • Ideal for investors with children of all ages.
  • BMO SelectTrust® Portfolios
    Two men in jackets and ties discuss investing - one is seen over the other's shoulder, smiling and gesturing.
    This suite of professionally managed portfolios combines our best investment ideas into a single solution designed to meet all your investment needs. Find a portfolio that matches your investing style.
    • Professionally managed
    • Combine active and passive investing
    • Designed to target the maximum return for the level of risk you’re comfortable with
    • An all-in-one solution for your portfolio
    Learn more about BMO SelectTrust® Portfolios
  • BMO ETF Portfolios
    Access the benefits of BMO Exchange Traded Funds through easy-to-use mutual funds. Enjoy diversified market and asset exposure at a risk level that works for you.
    • An easy-to-use investment solution designed to save you valuable time
    • Designed to target the maximum return for a particular risk level
    • Can be used as the core of your own portfolio
    Learn more about BMO ETF Portfolios
  • BMO Retirement Portfolios
    Whether you’re already retired or just planning for retirement, these three portfolio solutions can help you manage your wealth by balancing growth potential with reduced risk.
    • Designed to help you weather the market’s ups and downs while still leaving room for growth
    • Ideal for investors who are at or approaching retirement
    • Our T6 series can provide tax-efficient monthly cash flow
    Learn more about BMO Retirement Portfolios
  • BMO AscentTM Portfolios
    Looking for an exclusive solution to help preserve and grow your long-term wealth? BMO AscentTM Portfolios are designed to keep you on track.
    • Dynamic, pension-style investing by a team of professional portfolio managers
    • Features a core of low-cost ETFs to help keep fees down
    • Core-satellite portfolio approach helps maximize return potential based on your personal risk comfort level
    Learn more about BMO AscentTM Portfolios

Helpful tools and resources

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.

Let a BMO investment professional 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.
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.

Let a BMO investment professional 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.

Start investing with Mutual funds

Existing BMO Customers
If you have an investment account, sign in to purchase mutual funds
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  • 1 Terms and conditions apply.
  • BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.
  • BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
  • Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
  • For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
  • ®/™ Registered trade-marks/trade-mark of Bank of Montreal, used under licence.