Asset Allocation

The most important decision, simplified

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Investing With BMO’s Asset Allocation ETFs

Simplified Investing – All-in-one Investment Solution that provides instant diversification
Broad Diversification – Consisting of a basket of ETF that in themselves hold many securities
Professionally Constructed – Leverage the Asset Allocation experience of industry professionals
Automatic Rebalancing – Keeps one’s investment portfolio on track to risk and return objectives
Transparency – Knowing what is in the ETF can help reduce duplication when complementing a portfolio
Liquid – able to buy or sell the basket of holdings at any time
Lower Cost – ETF based solutions tend to charge lower fees than other diversified investments
All-in-one Cost Structure – Most popular Asset Allocation ETFs only charge the one top fee without charging the underlying ETF costs

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.

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. and BMO Investments Inc.
®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.