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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.

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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

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 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

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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.
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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.

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
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  • Investment risks: All investments involve risks including possible loss of principal. Please refer to the Investment risk section of the prospectus for more details.

    Investment professional refers to Financial Services Managers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives of BMO Investments Inc.
  • 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.