Strategic Balanced Portfolio is suited to the income-seeking investor. Emphasis is placed on providing you with a balance of current income and growth through a mix of BMO Mutual Funds invested in fixed income and growth-oriented investments.

Your Strategic Portfolio is periodically monitored and every quarter, if necessary, assets are shifted within your Portfolio to ensure that the original Portfolio allocations are maintained.

About BMO MatchMaker

BMO MatchMaker Strategic Investment Service helps you build a mutual fund portfolio that can work for you even when you're spending time looking after other important priorities in your life. BMO MatchMaker offers a disciplined and structured approach to investing and is uniquely designed to work for you and your investments.

BMO MatchMaker Strategic Portfolios are re-balanced periodically to maintain your original mix of assets. They are generally reviewed four times a year and will automatically be rebalanced for you if the strategic portfolio exceeds its set target range in order to restore the recommended weightings of the funds in the portfolio. For more information on the target ranges, please refer to the BMO Mutual Funds Simplified Prospectus.

Benefits of BMO MatchMaker

• Time savings and convenience
• Based upon strategic asset allocation
• Helps optimize return for different risk tolerances
• Provides automatic rebalancing
• Access to professional money management