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BMO SelectTrust® Portfolios – Fund performance to match your personal style

BMO SelectTrust® Portfolios are a professionally managed, all-in-one solution designed to meet all your investment needs.

Whatever your goals, BMO SelectTrust® Portfolios offer an easy way to help you grow and maintain your wealth. Let’s find the right portfolio for you, so you can spend your time doing what’s important to you. We know that finding the right investment may seem like a journey. Well, consider us your investment destination.

They’re great for: anyone who wants an all-in-one solution to help them reach their investment goals.

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BMO SelectTrust® Portfolios – performance with peace of mind

In this video still, a woman learns about BMO SelectTrust portfolios from an investment professional. Click to play.In this video still, a woman learns about BMO SelectTrust portfolios from an investment professional. Click to play.
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

Convenient

BMO SelectTrust® Portfolios provide a one-stop solution that’s easy to use, saves you time and gives you greater flexibility. Creating and managing your wealth just got a whole lot easier.

Diversified

These diversified portfolios use our best investment ideas to help you get the highest potential returns, while keeping risk at a level you can live with comfortably.

Professional Management

BMO SelectTrust® Portfolios are actively monitored and adjusted by experienced portfolio managers. This is great because it gives you the peace of mind that comes from knowing you’re working with a trusted partner.

You and BMO SelectTrust® Portfolios – a great pairing

BMO SelectTrust® Portfolios offer a diversified blend of investments with six distinct mutual fund portfolios. We can help you find great investment solutions that meet your needs now, and down the road.
etf risk meter

BMO SelectTrust® Fixed Income Portfolio

The BMO SelectTrust® Fixed Income Portfolio is a good choice if you want to preserve the value of your investment. The Portfolio mainly invests in BMO Mutual Funds with lower risk holdings, like cash and fixed income securities such as bonds. This helps you weather the ups and downs of the market, providing more stability for your money.
Asset Allocation as of 12 December 2017
fixed income chart
  • Fixed Income 86.0%
  • Equities 3.8%
  • Cash 1.3%
  • Other 8.9%
Top Holdings as of 12 December 2017
BMO Core Bond Series I45.2%
Aggregate Bond Index ETF13.7%
BMO Laddered Corporate Bond Series I10.7%
PIMCO Canadian Total Return Bond Series I10.7%
BMO Mortgage and Short-Term Income I4.1%
BMO Preferred Share Series I3.7%
BMO World Bond Series I3.4%
BMO Barclays 3-7Yr GlblCorpBond GBP Hdg UCITS ETF1.9%
BMO Barclays 1-3Yr GlblCorpBond GBP Hdg UCITS ETF1.8%
BMO Barclays 7-10Yr GlblCorpBond GBP Hdg UCITS ETF1.8%
Top Holdings (% of Portfolio)95.4%
Total Portfolio Holdings14

BMO SelectTrust® Income Portfolio

The BMO SelectTrust® Income Portfolio can be a good choice if you want to preserve your investment while enjoying a high level of income. The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. This helps you weather the ups and downs of the market, while benefiting from a generous yield and low risk.
Asset Allocation as of 12 December 2017
income chart
  • Fixed Income 66.9%
  • Equities 28.2%
  • Cash 0.8%
  • Other 4.1%
Top Holdings as of 12 December 2017
BMO Core Bond Series I35.8
BMO Aggregate Bond Index ETF8.3
BMO Laddered Corporate Bond Series I7.5
BMO World Bond Series I6.7
BMO US Equity Series I5.2
BMO European Series I4.0
PIMCO Canadian Total Return Bond Series I3.8
BMO Preferred Share Series I3.8
BMO Canadian Equity Series I3.5
BMO Canadian Large Cap Equity Series I3.5
Top Holdings (% of Portfolio)82.1
Total Portfolio Holdings20.0

BMO SelectTrust® Conservative Portfolio

The BMO SelectTrust® Conservative Portfolio can be a good choice if you’re looking for a high level of income and some capital appreciation. The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. This can help produce a generous yield, and help you grow your investments.
Asset Allocation as of 12 December 2017
conservative chart
  • Fixed Income 50.8%
  • Equities 45.5%
  • Cash 1.3%
  • Other 2.4%
Top Holdings as of 12 December 2017
BMO Bond Series I21.6%
BMO Canadian Large Cap Equity Series I10.3%
BMO US Equity Series I9.2%
BMO Canadian Equity Series I8.5%
BMO Aggregate Bond Index ETF7.6%
BMO Mid-Term US IG Corporate Bond Index ETF6.2%
BMO Laddered Corporate Bond Series I5.1%
BMO European Series I4.7%
BMO Global Equity Series I4.3%
BMO Preferred Share Series I3.5%
Top Holdings (% of Portfolio)81.0%
Total Portfolio Holdings21

BMO SelectTrust® Balanced Portfolio

The BMO SelectTrust® Balanced Portfolio can be a good choice if you’re looking for a balance of income and capital appreciation. The Portfolio mainly invests in a blend of other BMO Mutual Funds to achieve a diverse mix of asset classes like stocks and bonds. This can help you grow your investments while benefiting from a generous yield.
Asset Allocation as of 12 December 2017
balance chart
  • Equities 64.5%
  • Fixed Income 31.3%
  • Other 2.4%
  • Cash 1.8%
Top Holdings as of 12 December 2017
BMO Core Plus Bond Series I11.2%
BMO US Equity Series I10.7%
BMO Canadian Large Cap Equity Series I10.6%
BMO Canadian Equity Series I9.8%
BMO Global Equity Series I6.2%
BMO European Series I6.1%
BMO S&P/TSX Capped Composite Index ETF4.8%
BMO Asian Growth and Income A3.9%
BMO Aggregate Bond Index ETF3.8%
BMO Preferred Share Series I3.8%
Top Holdings (% of Portfolio)70.9%
Total Portfolio Holdings26.0

BMO SelectTrust® Growth Portfolio

The BMO SelectTrust® Growth Portfolio can be a good choice if you want long-term growth of your investment with some capital preservation. It mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds to a lesser extent. This can help you grow your investments while generating income.
Asset Allocation as of 12 December 2017
growth chart
  • Equities 77.9%
  • Fixed Income 18.2%
  • Cash 2.5%
  • Other 1.3%
Top Holdings as of 12 December 2017
BMO Canadian Equity Series I13.2%
BMO Canadian Large Cap Equity Series I13.1%
BMO US Equity Series I10.9%
BMO European Series I7.0%
BMO Core Plus Bond Series I6.9%
BMO Global Equity Series I5.0%
BMO Emerging Markets Series I4.9%
BMO Global Small Cap Series I4.9%
BMO US Dividend ETF4.9%
BMO Asian Growth and Income A4.5%
Top Holdings (% of Portfolio)4.5%
Total Portfolio Holdings28.0

BMO SelectTrust® Equity Growth Portfolio

The BMO SelectTrust® Equity Growth Portfolio can be a good choice if you’re looking for long-term growth and some dividend income. It mainly invests in BMO Mutual Funds that hold equity securities like stocks. This can help you enjoy a high level of potential growth.
Asset Allocation as of 12 December 2017
equity growth chart
  • Equities 95.4%
  • Fixed Income 1.3%
  • Cash 3.4%
  • Other -0.1%
Top Holdings as of 12 December 2017
BMO Canadian Large Cap Equity Series I14.0%
BMO European Series I14.0%
BMO US Equity Series I11.4%
BMO Canadian Equity Series I10.2%
BMO Asian Growth and Income A7.2%
BMO Global Equity Series I6.9%
BMO Emerging Markets Series I6.0%
BMO US Dividend Hedged To CAD ETF6.0%
BMO Global Small Cap5.1%
BMO NASDAQ 100 Equity Hedged to CAD Idx ETF5.0%
Top Holdings (% of Portfolio)84.0%
Total Portfolio Holdings17
  • Fixed Income

    BMO SelectTrust® Fixed Income Portfolio

    The BMO SelectTrust® Fixed Income Portfolio is a good choice if you want to preserve the value of your investment. The Portfolio mainly invests in BMO Mutual Funds with lower risk holdings, like cash and fixed income securities such as bonds. This helps you weather the ups and downs of the market, providing more stability for your money.
    Asset Allocation as of 12 December 2017
    fixed income chart
    • Fixed Income 86.0%
    • Equities 3.8%
    • Cash 1.3%
    • Other 8.9%
    Top Holdings as of 12 December 2017
    BMO Core Bond Series I45.2%
    Aggregate Bond Index ETF13.7%
    BMO Laddered Corporate Bond Series I10.7%
    PIMCO Canadian Total Return Bond Series I10.7%
    BMO Mortgage and Short-Term Income I4.1%
    BMO Preferred Share Series I3.7%
    BMO World Bond Series I3.4%
    BMO Barclays 3-7Yr GlblCorpBond GBP Hdg UCITS ETF1.9%
    BMO Barclays 1-3Yr GlblCorpBond GBP Hdg UCITS ETF1.8%
    BMO Barclays 7-10Yr GlblCorpBond GBP Hdg UCITS ETF1.8%
    Top Holdings (% of Portfolio)95.4%
    Total Portfolio Holdings14
  • Income

    BMO SelectTrust® Income Portfolio

    The BMO SelectTrust® Income Portfolio can be a good choice if you want to preserve your investment while enjoying a high level of income. The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. This helps you weather the ups and downs of the market, while benefiting from a generous yield and low risk.
    Asset Allocation as of 12 December 2017
    income chart
    • Fixed Income 66.9%
    • Equities 28.2%
    • Cash 0.8%
    • Other 4.1%
    Top Holdings as of 12 December 2017
    BMO Core Bond Series I35.8
    BMO Aggregate Bond Index ETF8.3
    BMO Laddered Corporate Bond Series I7.5
    BMO World Bond Series I6.7
    BMO US Equity Series I5.2
    BMO European Series I4.0
    PIMCO Canadian Total Return Bond Series I3.8
    BMO Preferred Share Series I3.8
    BMO Canadian Equity Series I3.5
    BMO Canadian Large Cap Equity Series I3.5
    Top Holdings (% of Portfolio)82.1
    Total Portfolio Holdings20.0
  • Conservative

    BMO SelectTrust® Conservative Portfolio

    The BMO SelectTrust® Conservative Portfolio can be a good choice if you’re looking for a high level of income and some capital appreciation. The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. This can help produce a generous yield, and help you grow your investments.
    Asset Allocation as of 12 December 2017
    conservative chart
    • Fixed Income 50.8%
    • Equities 45.5%
    • Cash 1.3%
    • Other 2.4%
    Top Holdings as of 12 December 2017
    BMO Bond Series I21.6%
    BMO Canadian Large Cap Equity Series I10.3%
    BMO US Equity Series I9.2%
    BMO Canadian Equity Series I8.5%
    BMO Aggregate Bond Index ETF7.6%
    BMO Mid-Term US IG Corporate Bond Index ETF6.2%
    BMO Laddered Corporate Bond Series I5.1%
    BMO European Series I4.7%
    BMO Global Equity Series I4.3%
    BMO Preferred Share Series I3.5%
    Top Holdings (% of Portfolio)81.0%
    Total Portfolio Holdings21
  • Balanced

    BMO SelectTrust® Balanced Portfolio

    The BMO SelectTrust® Balanced Portfolio can be a good choice if you’re looking for a balance of income and capital appreciation. The Portfolio mainly invests in a blend of other BMO Mutual Funds to achieve a diverse mix of asset classes like stocks and bonds. This can help you grow your investments while benefiting from a generous yield.
    Asset Allocation as of 12 December 2017
    balance chart
    • Equities 64.5%
    • Fixed Income 31.3%
    • Other 2.4%
    • Cash 1.8%
    Top Holdings as of 12 December 2017
    BMO Core Plus Bond Series I11.2%
    BMO US Equity Series I10.7%
    BMO Canadian Large Cap Equity Series I10.6%
    BMO Canadian Equity Series I9.8%
    BMO Global Equity Series I6.2%
    BMO European Series I6.1%
    BMO S&P/TSX Capped Composite Index ETF4.8%
    BMO Asian Growth and Income A3.9%
    BMO Aggregate Bond Index ETF3.8%
    BMO Preferred Share Series I3.8%
    Top Holdings (% of Portfolio)70.9%
    Total Portfolio Holdings26.0
  • Growth

    BMO SelectTrust® Growth Portfolio

    The BMO SelectTrust® Growth Portfolio can be a good choice if you want long-term growth of your investment with some capital preservation. It mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds to a lesser extent. This can help you grow your investments while generating income.
    Asset Allocation as of 12 December 2017
    growth chart
    • Equities 77.9%
    • Fixed Income 18.2%
    • Cash 2.5%
    • Other 1.3%
    Top Holdings as of 12 December 2017
    BMO Canadian Equity Series I13.2%
    BMO Canadian Large Cap Equity Series I13.1%
    BMO US Equity Series I10.9%
    BMO European Series I7.0%
    BMO Core Plus Bond Series I6.9%
    BMO Global Equity Series I5.0%
    BMO Emerging Markets Series I4.9%
    BMO Global Small Cap Series I4.9%
    BMO US Dividend ETF4.9%
    BMO Asian Growth and Income A4.5%
    Top Holdings (% of Portfolio)4.5%
    Total Portfolio Holdings28.0
  • Equity Growth

    BMO SelectTrust® Equity Growth Portfolio

    The BMO SelectTrust® Equity Growth Portfolio can be a good choice if you’re looking for long-term growth and some dividend income. It mainly invests in BMO Mutual Funds that hold equity securities like stocks. This can help you enjoy a high level of potential growth.
    Asset Allocation as of 12 December 2017
    equity growth chart
    • Equities 95.4%
    • Fixed Income 1.3%
    • Cash 3.4%
    • Other -0.1%
    Top Holdings as of 12 December 2017
    BMO Canadian Large Cap Equity Series I14.0%
    BMO European Series I14.0%
    BMO US Equity Series I11.4%
    BMO Canadian Equity Series I10.2%
    BMO Asian Growth and Income A7.2%
    BMO Global Equity Series I6.9%
    BMO Emerging Markets Series I6.0%
    BMO US Dividend Hedged To CAD ETF6.0%
    BMO Global Small Cap5.1%
    BMO NASDAQ 100 Equity Hedged to CAD Idx ETF5.0%
    Top Holdings (% of Portfolio)84.0%
    Total Portfolio Holdings17

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 SelectTrust® Portfolios

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 SelectTrust® Portfolios

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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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.

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BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
1 The BMO Investments Centre has won the DALBAR Mutual Fund Service Award from 2006-2017 consecutively.