Investment Options

BMO Mutual Funds
BMO Mutual Funds cover a broad spectrum of asset classes, geographic regions, sectors and management styles. Whatever your investment goals, risk tolerance or time frames, we have the products and services to match.

The links below take you to detailed information on the various investment options available to you from BMO Mutual Funds. (If this is all new to you, remember, it’s easy to get expert help).

Security Funds
Designed for safety and preservation of capital, with modest interest income.

Income Funds
Designed for investors whose main priority is to receive interest income from their investments.

Growth Funds
Designed for long-term, growth-oriented returns with a level of managed risk.

Aggressive Growth Funds
Potential high returns with a corresponding level of risk and volatility.

BMO MatchMaker® Strategic Investment Services
BMO Mutual Fund portfolios, based on your investment preferences.

BMO Intuition® RESP Portfolios
RESP with diversified portfolio of BMO Mutual Funds and term investments.

U.S. Dollar Funds
Potential higher earnings than a traditional US dollar savings account.

BMO LifeStage Plus™ Funds
BMO LifeStage Plus Funds have a specific target end date and are designed for investors who want their investment to evolve over time, while offering a Guaranteed Maturity Amount

BMO FundSelect™ Portfolios
An all-in-one diversified portfolio solution that maintains a strategic presence in BMO mutual funds, as well as a range of mutual funds from other industry-leading mutual fund companies.

* In order to receive the Guaranteed Maturity Amount, investors must remain invested in the fund until the fund’s target end date. Please read the fund’s prospectus before investing and for important information regarding the Guaranteed Maturity Amount.

GIC Investment Options
BMO Term Investments offer a range of products designed to help you achieve your financial and investment objectives. The benefits of including Term investments in your overall portfolio include:

• Guaranteed principal protection
• Flexibility regarding term to maturity and income payments
• Guaranteed stream of income
• Enhanced return potential
• Portfolio diversification
• Investment risk management

A well-balanced portfolio will contain a mix of both Term products like GICs, and Mutual Funds. Our broad selection of BMO Term Investments is grouped under four product families.

1. Cashable Investments
These investments let you withdraw your funds easily when you want.

2. Non-Cashable Investments
A good choice if you have time to let your investments grow.

3. Income Generating Investments
Steady stream of predictable income for funds left untouched until maturity.

4. BMO Progressive GICs:

• Manage your investment risk wisely. Principal protection and higher earnings potential – all in one convenient solution
• Protect your principal
• Diversify investments for potentially higher returns
• Grow your assets through the benefits of equity investments