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We'll help you find your match with BMO SelectTrust® Portfolios.




The BMO SelectTrust® Portfolios are built with investors like you in mind. They combine our best investment ideas into an all-in-one solution that gives you the piece of mind that comes with professional portfolio management.

Whatever your goals, the BMO SelectTrust® Portfolios can provide the easy-to-use, yet powerful investment solution you're looking for to grow and maintain your wealth. Let us introduce you to the Portfolio that is right for you!

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Why BMO SelectTrust® Portfolios?

Invest with the power of
BMO Global Asset Management


Global Reach,
Local Expertise

#1 in Customer Service1
BMO Mutual Funds, 2006-2016 DALBAR

More than $300 billion
in industry assets

425 Investment management professionals
in 27 offices globally

The BMO SelectTrust® Portfolios bring you...

  • Convenience

    Each BMO SelectTrust® Portfolio is an all-in-one solution that can meet all your investment needs. They are easy to use, help you save time and give you the most flexibility in creating and managing wealth.

  • Professional investment management

    These diversified portfolios use the best investment ideas in the market to deliver the highest potential returns for the level of risk you're comfortable with, while focusing on smoother, more consistent returns.

  • Simplicity and Diversification

    Each BMO SelectTrust® Portfolio is continuously monitored and adjusted by a professional portfolio manager. This helps simplify investing, while providing diversification so that all of your eggs aren't in one basket. Plus, you'll have the peace of mind knowing that your investments are managed by a trusted partner.


We're with you every step of the way

Advice that’s right for you.

Expertise you can count on

What your investment professional can do for you

Discover how our investment professionals can guide you towards your ideal financial future.

 

Mutual fund essentials

When it comes to investing, knowledge is power.

Familiarize yourself with mutual fund basics.

Learn more

Access resources to stay up-to-date with what's new and important in investing.


Investment Solutions

BMO SelectTrust® Portfolios provide the perfect blend of investments you’re looking for, with a selection of six mutual fund portfolios. Select a portfolio below to learn more about which one is right for you!

Select the portfolio to learn more:

Portfolio

BMO SelectTrust® Fixed Income Portfolio

The BMO SelectTrust® Fixed Income Portfolio can be a good choice if you’re seeking to preserve the value of your investment. The Portfolio mainly invests in BMO Mutual Funds that have lower-risk holdings like cash and fixed income securities such as bonds. This can help you weather the ups and downs of the market, providing more safety for your money.

Top Holdings as of February 29, 2016

BMO Core Bond Series I20.0%
BMO Bond Series I18.6%
BMO Mortgage and Short-Term Income I17.4%
BMO Laddered Corporate Bond Series I15.0%
BMO Mid-Term US IG Corporate Bond Index ETF9.8%
BMO World Bond Series I5.0%
BMO Preferred Share Series I4.5%
BMO High Yield US Corp Bond Hed to CAD Index ETF4.3%
BMO Floating Rate High Yield ETF2.3%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF1.9%
Top Holdings (% of Portfolio)98.8%
Total Portfolio Holdings10

Learn more about BMO SelectTrust® Fixed Income Portfolio

Asset Allocation as of
February 29, 2016

Fixed Income 93.4%
Cash 2.1%
Equity 4.3%
Other 0.2%

BMO SelectTrust® Income Portfolio

The BMO SelectTrust® Income Portfolio can be a good choice if you’re seeking to preserve the value of your investment while enjoying a high level of income. The Portfolio mainly invests in BMO Mutual Funds with fixed income securities such as bonds and, to a lesser extent, equity securities such as stocks. This can help you weather the ups and downs of the market, while benefiting from a generous yield and low risk.

Top Holdings as of February 29, 2016

BMO Core Bond Series I17.6%
BMO Bond Series I14.6%
BMO World Bond Series I10.3%
BMO Mortgage and Short-Term Income I7.6%
BMO Laddered Corporate Bond Series I7.5%
BMO US Equity Series I7.2%
BMO Canadian Large Cap Equity Series I6.1%
BMO European Series I4.7%
BMO Preferred Share Series I3.7%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF3.4%
Top Holdings (% of Portfolio)82.7%
Total Portfolio Holdings20

Learn more about BMO SelectTrust® Income Portfolio

Asset Allocation as of
February 29, 2016

Fixed Income 68.4%
Cash 2.2%
Equity 28.9%
Other 0.4%

BMO SelectTrust® Conservative Portfolio

The BMO SelectTrust® Conservative Portfolio can be a good choice if you’re looking for a high level of income as well as some capital appreciation. The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities such as bonds, and equity securities such as stocks. This can help the Portfolio to offer a generous yield and help you grow your investments.

Top Holdings as of February 29, 2016

BMO Bond Series I11.1%
BMO Canadian Large Cap Equity Series I10.8%
BMO US Equity Series I10.3%
BMO Core Bond Series I10.0%
BMO European Series I7.0%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF5.7%
BMO Asian Growth and Income5.4%
BMO Laddered Corporate Bond Series I5.2%
BMO Mortgage and Short-Term Income I4.9%
BMO Global Equity Series I4.0%
Top Holdings (% of Portfolio)74.4%
Total Portfolio Holdings20

Learn more about BMO SelectTrust® Conservative Portfolio

Asset Allocation as of
February 29, 2016

Fixed Income 51.4%
Cash 2.5%
Equity 45.5%
Other 0.6%

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 such as stocks and bonds. This can help you grow your investments while benefiting from a generous yield.

Top Holdings as of February 29, 2016

BMO US Equity Series I13.8%
BMO Canadian Large Cap Equity Series I12.8%
BMO European Series I8.9%
BMO Canadian Equity Series I6.3%
BMO Asian Growth and Income6.2%
BMO Bond Series I6.1%
BMO Global Equity Series I6.0%
BMO Emerging Markets Series I6.0%
BMO Mortgage and Short-Term Income I5.0%
BMO World Bond Series I5.0%
Top Holdings (% of Portfolio)76.1%
Total Portfolio Holdings20

Learn more about BMO SelectTrust® Balanced Portfolio

Asset Allocation as of
February 29, 2016

Fixed Income 33.1%
Cash 4.0%
Equity 62.8%

BMO SelectTrust® Growth Portfolio

The BMO SelectTrust® Growth Portfolio can be a good choice if you’re seeking long-term growth of your investment as well as some capital preservation. The Portfolio mainly invests in BMO Mutual Funds that hold equity securities such as stocks, as well as fixed income securities such as bonds to a lesser extent. This can help you grow your investments while generating income.

Top Holdings as of February 29, 2016

BMO US Equity Series I16.3%
BMO Canadian Large Cap Equity Series I13.5%
BMO European Series I10.2%
BMO Canadian Equity Series I9.1%
BMO Asian Growth and Income7.1%
BMO Core Plus Bond Series I6.5%
BMO Global Small Cap Series I5.6%
BMO Emerging Markets Series I5.2%
BMO Global Equity Series I4.9%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF3.6%
Top Holdings (% of Portfolio)82.0%
Total Portfolio Holdings22

Learn more about BMO SelectTrust® Growth Portfolio

Asset Allocation as of
February 29, 2016

Fixed Income 20.1%
Cash 5.2%
Equity 74.8%
Other -0.1%

BMO SelectTrust® Equity Growth Portfolio

The BMO SelectTrust® Equity Growth Portfolio can be a good choice if you’re seeking long-term growth of your investment, as well as some dividend income. The Portfolio mainly invests in BMO Mutual Funds that hold equity securities such as stocks. This can help you enjoy a high level of potential growth.

Top Holdings as of February 29, 2016

BMO US Equity Series I21.7%
BMO Canadian Large Cap Equity Series I16.1%
BMO European Series I13.4%
BMO Asian Growth and Income9.9%
BMO Global Equity Series I7.2%
BMO Canadian Equity Series I6.8%
BMO Emerging Markets Series I6.6%
BMO Global Small Cap5.3%
BMO Canadian Small Cap Equity I3.4%
BMO Growth Opportunities Series I2.8%
Top Holdings (% of Portfolio)93.2%
Total Portfolio Holdings13

Learn more about BMO SelectTrust® Equity Growth Portfolio

Asset Allocation as of

February 29, 2016


Fixed Income 5.5%
Cash 1.2%
Equity 92.8%
Other 0.5%

Performance

Mutual fund performance will vary over time, but it is important to choose a fund based on its long-term performance.

Learn more about fund performance

Prices

Mutual fund prices can change daily, to reflect the fund's net asset value.

Learn more about pricing


Investment resources


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.


®BMO (M-bar roundel symbol) is a registered trademark of Bank of Montreal.


1 The BMO Investments Centre won the DALBAR Mutual Fund Service Award from 2006-2012 consecutively, and received key honours from DALBAR for English-language customer service in 2013.


Risk is defined as the uncertainty of a return and the potential for capital loss in your investment.


Connect with us

BMO Nesbitt Burns clients can purchase BMO Mutual Funds through their Investment Advisor.

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 prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.


1 The BMO Investments Centre won the DALBAR Mutual Fund Service Award from 2006-2012 consecutively, and received key honours from DALBAR for English-language customer service in 2013.


*See Terms and Conditions for complete details.