About BMO Global Asset Management

An asset manager with global reach

At BMO Global Asset Management, we believe that our role is to successfully connect our clients with the outcomes they want to achieve.

In a complex and interconnected world, identifying the right investments can be a daunting task.

Whatever your reasons for investing, an awareness of the wider world and the interconnections between economies and markets is essential to achieving your end goal.

At BMO Global Asset Management, our aim is to bring this broader perspective into focus. Through 20+ offices in 14 countries we can get closer to you, listen and understand your needs.

A Global Platform

Across a range of asset types we have investment teams operating around the world. Where it makes sense, areas of focused expertise are combined as part of a broader global team, a structure that through 11 defined specialisms allows us to bring a global perspective to the delivery of client-orientated products.

2018 Thompson Reuters Lipper Fund Award

 

BMO Global Energy Class – Series A 

Best mutual fund in the Energy Equity category over three years.

BMO Global Energy Class – Series A 

Best mutual fund in the Energy Equity category over five years.

BMO Tactical Dividend ETF – Series A 

Best mutual fund in the Tactical Balanced category over three years.

BMO Equal Weight Banks Index ETF (ZEB) 

Best ETF in the Financial Services Equity category over three years.

BMO MSCI All Country World High Quality Index ETF (ZGQ)

Best ETF in the Global Equity category over three years.

BMO NASDAQ 100 Equity Hedged to CAD Index ETF (ZQQ)

Best ETF in the US Equity category over five years.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

FundGrade A+ Awards

BMO Short Corporate Bond Index ETF (ZCS)

BMO Long Corporate Bond Index ETF (ZLC)

BMO Mid Corporate Bond Index ETF (ZCM)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO U.S. Dividend ETF (ZDY)

BMO Mid-Term U.S. IG Corporate Bond Idx ETF (ZIC)

BMO MSCI Europe High Qlty Hgd to CAD Idx ETF (ZEQ)

BMO Floating Rate High Yield ETF (ZFH)

BMO MSCI ACWI High Quality Index ETF (ZGQ)

BMO Mid Provincial Bond Index ETF (ZMP)

BMO US High Dividend Covered Call ETF (ZWH)

BMO Enterprise Fund Advisor Series

BMO Tactical Dividend ETF Fund Series A

BMO Target Education 2025 Portfolio Series A

BMO Target Education 2030 Portfolio Series A

BMO Emerging Markets Fund Series A

BMO Resource Fund Series A

BMO Target Education 2035 Portfolio Series A

BMO Conservative ETF Portfolio Series

2017 Thomson Reuters Lipper Fund Award

BMO Low Volatility Canadian Equity ETF (Ticker ZLB) 

Best ETF in the Canadian Equity Space (over three years)

BMO Mid Corporate Bond Index ETF (Ticker ZCM)

Best ETF in the Canadian Fixed Income Space (over three years)

BMO Equal Weight U.S. Banks Index ETF (Ticker ZBK)

Best ETF in the Financial Services Equity Space (over three years)

BMO Mid-Term US IG Corporate Bond Index ETF (Ticker ZIC)

Best ETF in the Global Fixed Income Space (over three years)

BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker ZEQ)

Best ETF in the European Equity Space (over three years)

BMO Long Provincial Bond Index ETF (Ticker ZPL)

Best ETF in the Canadian Long Term Fixed Income Space (over three years)

BMO US Dividend ETF (Ticker: ZDY)

Best ETF in the US Equity Space (over three years)

FundGrade A+ ® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+ ® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+ ® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+ ® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ ® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Thomson Reuters Lipper Fund Awards 1

Best ETF Bond Group

BMO ETFs

Best Mutual Fund in the Emerging Markets Equity Space (over 10 years)

BMO Emerging Markets Fund (Series A)

Best Mutual Fund in the Natural Resource Equity Space (over five years)

BMO Resource Fund

Best Mutual Fund in the North American Equity Space (over five years)

BMO North American Dividend Fund

Best ETF in the US Equity Space (over three years)

BMO Low Volatility US Equity ETF

Best ETF in the Canadian Equity Space (over three years)

BMO Low Volatility Canadian Equity ETF

Best ETF in the Canadian Fixed Income Space (over three years)

BMO Mid Provincial Bond Index ETF

Best ETF in the High Yield Fixed Income Space (over three years)

BMO Emerging Markets Bond Hedged to CAD Index ETF

Best ETF in the Canadian Long Term Fixed Income Space (over three years)

BMO Long Provincial Bond Index ETF

Best ETF in the Financial Services Equity Space (over three years)

BMO S&P/TSX Equal Weight Banks Index ETF

Best ETF in the Energy Equity Space (over three years)

BMO S&P/TSX Equal Weight Oil & Gas Index ETF

 

1 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Lipper Awards 2

Best ETF Equity Group

BMO ETFs

 

Best Fund in the Canadian Fixed Income Space (over three years)

BMO Mid Corporate Bond Index ETF

 

 

Best Fund in the Energy Equity Space (over three years)

BMO Junior Gas Index ETF

 

Best Mutual Fund in the Precious Metals Equity Space (over five years)

BMO Precious Metals Series A

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Precious Metals (series A), was awarded the 2015 Lipper Fund Award in the Precious Metals Equity Fund category for the five year period ending July 31, 2015 out of a total of 11 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

BMO Junior Gas Index ETF, was awarded the 2015 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2015 out of a total of 5 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

BMO Mid Corporate Bond Index ETF, was awarded the 2015 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2015 out of a total of 12 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

3 The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade “A” Rating identifies funds that have substantially outperformed their peers by finishing in the top 10% within their category in a given month. For more information on the rating system, please visit www.fundata.com.

Lipper Awards 2

Best Global Equity ETF

BMO Global Infrastructure Index ETF

Best High Yield Income ETF

BMO High Yield US Corporate Bond Hedged to CAD Index ETF

Best Energy Equity ETF

BMO High Yield US Corporate Bond  Hedged to CAD Index ETF

Best Canadian Fixed Income ETF

BMO Mid Corporate Bond Index ETF

Best Mutual Fund in the Energy Equity Space

BMO Global Energy Class

Best Mutual Fund in the North American Equity Space

BMO North American Dividend Fund

Fundata Canada Inc. 3

6 Mutual Funds and 7 ETFs recognized by Fundata Canada Inc. with FundGrade ® A+ ratings

BMO Enterprise Fund

BMO Global Energy Class

BMO Global Equity Class

BMO International Value Class

BMO North American Dividend Fund

BMO Resource Fund

 

BMO China Equity Index ETF (ZCH)

BMO High Yield US Corp Bond Hedged to CAD Index ETF (ZHY)

BMO Long Corporate Bond Index ETF (ZLC)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO Mid Corporate Bond Index ETF (ZCM)

BMO Real Return Bond Index ETF (ZRR)

BMO Short Corporate Bond Index ETF (ZCS)

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

2The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

Lipper Awards 2

Best Fund over Three Years in the Global Equity Balanced Category

BMO Guardian Global Diversified Fund

Best Fund over Five Years in the Asian Pacific Equity Category

BMO Guardian Asian Growth and Income Fund

Fundata Canada Inc. 3

16 funds recognized by Fundata Canada Inc. with FundGrade ® A+ ratings.

 

BMO European Fund

BMO Guardian Asian Growth and Income Class

BMO Guardian Asian Growth and Income Fund

BMO Emerging Markets Fund

BMO Guardian Growth Solution

BMO Guardian Income Solution

BMO Guardian Monthly High Income Fund II

 

BMO International Value Class

BMO LifeStage Plus 2015 Fund

BMO LifeStage Plus 2020 Fund

BMO LifeStage Plus 2025 Fund

BMO Long Corporate Bond Index ETF

BMO Nasdaq 100 Equity Hedged to CAD Index ETF

BMO S&P/TSX Equal Weight Banks Index ETF

BMO Short Corporate Bond Index ETF

 

Credo Loyalty Ranking Survey

BMO ETFs ranked number one in customer loyalty three years in a row, 2011, 2012, 2013, among the ETF providers, in the Credo Loyalty Ranking Survey.

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

3The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

2018 Thompson Reuters Lipper Fund Award

 

BMO Global Energy Class – Series A 

Best mutual fund in the Energy Equity category over three years.

BMO Global Energy Class – Series A 

Best mutual fund in the Energy Equity category over five years.

BMO Tactical Dividend ETF – Series A 

Best mutual fund in the Tactical Balanced category over three years.

BMO Equal Weight Banks Index ETF (ZEB) 

Best ETF in the Financial Services Equity category over three years.

BMO MSCI All Country World High Quality Index ETF (ZGQ)

Best ETF in the Global Equity category over three years.

BMO NASDAQ 100 Equity Hedged to CAD Index ETF (ZQQ)

Best ETF in the US Equity category over five years.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

FundGrade A+ Awards

BMO Short Corporate Bond Index ETF (ZCS)

BMO Long Corporate Bond Index ETF (ZLC)

BMO Mid Corporate Bond Index ETF (ZCM)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO U.S. Dividend ETF (ZDY)

BMO Mid-Term U.S. IG Corporate Bond Idx ETF (ZIC)

BMO MSCI Europe High Qlty Hgd to CAD Idx ETF (ZEQ)

BMO Floating Rate High Yield ETF (ZFH)

BMO MSCI ACWI High Quality Index ETF (ZGQ)

BMO Mid Provincial Bond Index ETF (ZMP)

BMO US High Dividend Covered Call ETF (ZWH)

BMO Enterprise Fund Advisor Series

BMO Tactical Dividend ETF Fund Series A

BMO Target Education 2025 Portfolio Series A

BMO Target Education 2030 Portfolio Series A

BMO Emerging Markets Fund Series A

BMO Resource Fund Series A

BMO Target Education 2035 Portfolio Series A

BMO Conservative ETF Portfolio Series

2017 Thomson Reuters Lipper Fund Award

BMO Low Volatility Canadian Equity ETF (Ticker ZLB) 

Best ETF in the Canadian Equity Space (over three years)

BMO Mid Corporate Bond Index ETF (Ticker ZCM)

Best ETF in the Canadian Fixed Income Space (over three years)

BMO Equal Weight U.S. Banks Index ETF (Ticker ZBK)

Best ETF in the Financial Services Equity Space (over three years)

BMO Mid-Term US IG Corporate Bond Index ETF (Ticker ZIC)

Best ETF in the Global Fixed Income Space (over three years)

BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker ZEQ)

Best ETF in the European Equity Space (over three years)

BMO Long Provincial Bond Index ETF (Ticker ZPL)

Best ETF in the Canadian Long Term Fixed Income Space (over three years)

BMO US Dividend ETF (Ticker: ZDY)

Best ETF in the US Equity Space (over three years)

FundGrade A+ ® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+ ® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+ ® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+ ® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ ® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Thomson Reuters Lipper Fund Awards 1

Best ETF Bond Group

BMO ETFs

Best Mutual Fund in the Emerging Markets Equity Space (over 10 years)

BMO Emerging Markets Fund (Series A)

Best Mutual Fund in the Natural Resource Equity Space (over five years)

BMO Resource Fund

Best Mutual Fund in the North American Equity Space (over five years)

BMO North American Dividend Fund

Best ETF in the US Equity Space (over three years)

BMO Low Volatility US Equity ETF

Best ETF in the Canadian Equity Space (over three years)

BMO Low Volatility Canadian Equity ETF

Best ETF in the Canadian Fixed Income Space (over three years)

BMO Mid Provincial Bond Index ETF

Best ETF in the High Yield Fixed Income Space (over three years)

BMO Emerging Markets Bond Hedged to CAD Index ETF

Best ETF in the Canadian Long Term Fixed Income Space (over three years)

BMO Long Provincial Bond Index ETF

Best ETF in the Financial Services Equity Space (over three years)

BMO S&P/TSX Equal Weight Banks Index ETF

Best ETF in the Energy Equity Space (over three years)

BMO S&P/TSX Equal Weight Oil & Gas Index ETF

 

1 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Lipper Awards 2

Best ETF Equity Group

BMO ETFs

 

Best Fund in the Canadian Fixed Income Space (over three years)

BMO Mid Corporate Bond Index ETF

 

 

Best Fund in the Energy Equity Space (over three years)

BMO Junior Gas Index ETF

 

Best Mutual Fund in the Precious Metals Equity Space (over five years)

BMO Precious Metals Series A

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Precious Metals (series A), was awarded the 2015 Lipper Fund Award in the Precious Metals Equity Fund category for the five year period ending July 31, 2015 out of a total of 11 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

BMO Junior Gas Index ETF, was awarded the 2015 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2015 out of a total of 5 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

BMO Mid Corporate Bond Index ETF, was awarded the 2015 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2015 out of a total of 12 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

3 The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade “A” Rating identifies funds that have substantially outperformed their peers by finishing in the top 10% within their category in a given month. For more information on the rating system, please visit www.fundata.com.

Lipper Awards 2

Best Global Equity ETF

BMO Global Infrastructure Index ETF

Best High Yield Income ETF

BMO High Yield US Corporate Bond Hedged to CAD Index ETF

Best Energy Equity ETF

BMO High Yield US Corporate Bond  Hedged to CAD Index ETF

Best Canadian Fixed Income ETF

BMO Mid Corporate Bond Index ETF

Best Mutual Fund in the Energy Equity Space

BMO Global Energy Class

Best Mutual Fund in the North American Equity Space

BMO North American Dividend Fund

Fundata Canada Inc. 3

6 Mutual Funds and 7 ETFs recognized by Fundata Canada Inc. with FundGrade ® A+ ratings

BMO Enterprise Fund

BMO Global Energy Class

BMO Global Equity Class

BMO International Value Class

BMO North American Dividend Fund

BMO Resource Fund

 

BMO China Equity Index ETF (ZCH)

BMO High Yield US Corp Bond Hedged to CAD Index ETF (ZHY)

BMO Long Corporate Bond Index ETF (ZLC)

BMO Low Volatility Canadian Equity ETF (ZLB)

BMO Mid Corporate Bond Index ETF (ZCM)

BMO Real Return Bond Index ETF (ZRR)

BMO Short Corporate Bond Index ETF (ZCS)

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

2The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

Lipper Awards 2

Best Fund over Three Years in the Global Equity Balanced Category

BMO Guardian Global Diversified Fund

Best Fund over Five Years in the Asian Pacific Equity Category

BMO Guardian Asian Growth and Income Fund

Fundata Canada Inc. 3

16 funds recognized by Fundata Canada Inc. with FundGrade ® A+ ratings.

 

BMO European Fund

BMO Guardian Asian Growth and Income Class

BMO Guardian Asian Growth and Income Fund

BMO Emerging Markets Fund

BMO Guardian Growth Solution

BMO Guardian Income Solution

BMO Guardian Monthly High Income Fund II

 

BMO International Value Class

BMO LifeStage Plus 2015 Fund

BMO LifeStage Plus 2020 Fund

BMO LifeStage Plus 2025 Fund

BMO Long Corporate Bond Index ETF

BMO Nasdaq 100 Equity Hedged to CAD Index ETF

BMO S&P/TSX Equal Weight Banks Index ETF

BMO Short Corporate Bond Index ETF

 

Credo Loyalty Ranking Survey

BMO ETFs ranked number one in customer loyalty three years in a row, 2011, 2012, 2013, among the ETF providers, in the Credo Loyalty Ranking Survey.

1 BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

2 The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. BMO Global Energy Class(series A), was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 16 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Global Infrastructure Index ETF, was awarded the 2014 Lipper Fund Award in the Global Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO High Yield US Corporate Bond Hedged to CAD Index ETF, was awarded the 2014 Lipper Fund Award in the High Yield Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Junior Oil Index ETF, was awarded the 2014 Lipper Fund Award in the Energy Equity Fund category for the three year period ending July 31, 2014 out of a total of 6 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO Mid Corporate Bond Index ETF, was awarded the 2014 Lipper Fund Award in the Canadian Fixed Income Fund category for the three year period ending July 31, 2014 out of a total of 7 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years). BMO North American Dividend (series A), was awarded the 2014 Lipper Fund Award in the North American Equity Fund category for the three year period ending July 31, 2014 out of a total of 10 funds. The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), N/A (10 years).

3The FundGrade rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a Canadian investment funds data and analytics company. The FundGrade A+ Rating identifies funds that have consistently demonstrated the best risk-adjusted returns through an entire calendar year. For more information on the rating system, please visit www.fundata.com.

An active manager

Our ambition is to be recognised as a manager capable of meeting a range of client needs. Alongside stand-alone asset class capabilities actively aiming to deliver outperformance, we offer solutions-based products that leverage off our global investment platform.

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Smart innovation

Even if your circumstances and objectives remain broadly consistent, it’s important that your asset manager continues to adapt.

Our heritage in asset management spans back 150 years – a century and a half in which the world and investment landscape have transformed and continue to evolve. During that time we have striven to constantly reassess and reappraise the needs of our clients and develop innovative and relevant solutions to help them meet their objectives.

The strategies we apply today demonstrate our commitment to offering new ideas and fresh perspectives. These include a host of outcome-focused solutions, pioneering capabilities and long-standing success stories like the world’s first publicly quoted investment vehicle that we still manage today.

A strong parent company – BMO Financial Group

Established in 1817, BMO Financial Group is a diversified financial services provider based in North America. With total assets of CAN$710 billion and more than 45,000 employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers.*

*Source: BMO Financial Group, 200th Annual Report

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s 1st pooled vehicle

2006

Founding signatory of UNPRI

2007

Adding multi-asset capability

2008

Extending our property capabilities

2011

Expanding high yield and emerging market expertise

2014

Expanding operations in Europe, Asia and the Middle East

2015

Operating under one brand

2017

BMO Financial Group marks 200 years

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s 1st pooled vehicle

2006

Founding signatory of UNPRI

2007

Adding multi-asset capability

2008

Extending our property capabilities

2011

Expanding high yield and emerging market expertise

2014

Expanding operations in Europe, Asia and the Middle East

2015

Operating under one brand

2017

BMO Financial Group marks 200 years

Meet our senior team

We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.

Kristi Mitchem
CEO
Joan Mohammed
Chief Operating Officer
David Logan
Head of Distribution
Kevin Gopaul
Global Head of Exchange Traded Funds
Steve Ilott
Head of Investment Solutions, CIO North America
Ross Kappele
Head of Distribution & Client Management, Canada
Ravi Sriskandarajah
Head of Distribution & Client Management, APAC
David Sloper
Head of Product Management
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For Mutual Funds:
1-800-668-7327

For ETFs:
1-800-361-1392

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