BMO Mutual Funds

Investing for Small Business
You know your business best. Inside are things you need to consider about your business before building your investment plan.

Developing your Investment Plan
We can offer you the expertise to help you develop and manage an investment plan that meets the unique needs of your business. As a starting point consider your time horizon, liquidity and tolerance for risk.

Investing Strategically
For optimum returns, invest strategically. Use proven strategies to create an investment portfolio that will most effectively meet your goals.

Understanding Your Investment Options
Every business has its own unique investment goals. Understand the basic features, benefits, and the range of options available with BMO Term Investments and BMO Mutual Funds, and how they can add security, growth, and flexibility to your business plan.

Mutual Fund Options

Individual Funds

• Security Funds: Designed to provide safety and preservation of capital with a modest interest income.
• Income Funds: Investments designed to provide steady income.
• Growth Funds: Designed to generate long term, above average returns with a degree of managed risk.
• Aggressive Growth Funds: Potentially higher returns with a corresponding level of risk and volatility.
• Tax Advantage Funds: A family of mutual funds designed to allow you to switch between Funds in the family without realizing capital gains at the time of the switch.

U.S. Dollar Funds

• US Dollar Mutual Funds: These funds allow you to invest in U.S. dollar denominated money market, bond and stock funds - a valuable benefit if you do business or vacation in the United States, or are simply looking for a currency hedge.

Managed Portfolios

• BMO MatchMaker Strategic Portfolios: BMO Mutual Funds offers personalized portfolios with the right mix of cash, fixed-income and equity investments that suit your investing goals and comfort with risk. Your portfolio is designed to maximize return potential for the level of risk with which you are comfortable.

For more information on Investing for Small Business:
Talk to your Commercial Account Manager at a BMO Bank of Montreal branch near you or call BMO Bank of Montreal Direct Banking for Business at 1 877 262-5907