Asset Allocation

The most important decision, simplified
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Why asset allocation ETFs?
  • Easy to use balanced ETFs
  • Engineered to add market exposure to your investments
  • Access an investment which targets your ideal equity – bond mix
  • Automatic rebalancing inside the ETF
  • Low cost to buy & hold
Construction Made Easy
  • Asset Allocation – Choose the asset allocation that is right for your investment needs, risk profile, return objectives and time horizon. Three asset mixes are available: conservative, balanced and growth.
  • Broad-Beta – The underlying holdings will be broad-based index BMO ETFs: Canadian, US and international equities and bonds. This ensures a diversified investment.
  • Comprehensive and Cost Efficient – Buy a diversified ETF with an MER of 0.20%, with no added cost of the underlying holdings.
  • Index Based – Maintains a disciplined asset allocation while providing exposure to global markets.
Further Reading

This communication is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The portfolio holdings are subject to change without notice and only represent a small percentage of portfolio holdings. They are not recommendations to buy or sell any particular security.

Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.
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