These BMO solutions have the ability to invest in asset classes that offer both defensive and offensive potential, positioning the portfolios for performance in any market.
Source: BMO Global Asset Management. For illustrative purposes only.
Volatility, which refers to the degree of change in asset prices, has returned after hitting historic lows in 2017. To navigate this challenge, investors should consider BMO Low Volatility solutions to dampen the impact that these rapid fluctuations can have on their portfolios.
Source: BMO Global Asset Management. For illustrative purposes only.
Volatile markets can lead to bad days, with negative returns. Investing in the BMO Tactical Dividend ETF Fund can help manage downside risk and lower the impact of these downturns.
Source: Morningstar Direct, November 2018 (since inception of BMO Tactical Dividend ETF Fund, April 12, 2013). BMO Tactical Dividend ETF Fund Series F versus MSCI World Index Total Return (CAD) for global equities. For illustrative purposes only.
Upside/downside capture ratios show how an investment has performed relative to the broad market during rising and falling markets. BMO’s Low Volatility ETFs have captured the majority of market ups and effectively limited the downs. BMO’s suite of Low Volatility ETFs were made for markets like this, seeking to provide growth while protecting from market corrections by selecting and weighting to lower beta securities.
Source: Morningstar data as of November 30, 2018, based on daily returns. ZLB is compared to the S&P/TSX Composite Index TR, ZLU is compared to S&P 500 Composite Index CAD and ZLI is compared to MSCI EAFE Index CAD. For illustrative purposes only.
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds 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 Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds 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.
The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.
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.
BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from the Bank of Montreal. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.
