BMO GAM Fee Based Solutions

Building On Your Success

Full spectrum of solutions meeting a diverse range of needs.

Proven commitment to lower fees.

No account minimums or paperwork.

Align your practice with CRM2 regulatory changes.

Industry Leading, Low Cost Solutions

Solution
Industry Median Management Fee
BMO Mutual Funds Average Management Fee
Difference
% Lower
Canadian Dividend & Income Equity
0.83%
0.53%
-0.29%
-36%
Canadian Equity
0.81
0.53
-0.28
-34%
Canadian Neutral Balanced
0.83
0.48
-0.34
-42%
Global Equity
0.93
0.65
-0.28
-30%
Global Fixed Income
0.74
0.46
-0.27
-37%
U.S. Equity
0.83
0.53
-0.3
-37%

History of Innovation

Since the launch of BMO ETFs in 2009, BMO GAM has been constantly improving both our F Series Mutual Funds and ETFs. Partner with an industry leader who is committed to keeping fees low and provides the full spectrum of solutions meeting a diverse range of needs including, mutual funds, ETFs, and cash flow solutions.

2017

  • Fee cuts by up to 25 bps on 26 mutual funds
  • Introduces 19 innovative new ETFs

2015

  • Fee cuts on 4 mutual funds
  • Introduces 3 new ETF based mutual funds
  • Introduces 3 new mutual funds and launches the new "Retirement" managed solution
  • Introduces 4 new ETFs

2013

  • Introduces 7 new ETF based mutual funds
  • Introduces 7 new ETFs, further expanding fixed income line up and adding low volatility solutions
  • Introduces 6 new mutual funds
  • Fee cuts via waiver on 43 series F mutual funds

2011

Introduces 7 new ETFs including Covered Call ETFs for enhanced income

2009

  • BMO GAM disrupts the ETF market by launching 13 ETFs in what has proven to be a very successful endeavor

2016

  • Fee cuts to BMO’s largest and fastest growing ETFs
  • Fee cuts to 3 mutual funds
  • Introduces 5 new ETF based mutual funds
  • Introduces 3 new ETFs
  • Introduces 2 new Impact Investing mutual funds to align your values with your investments

2014

  • Fee cuts on 7 core ETF products by 45% on average, permanently reduced fees across series F mutual fund line up
  • Introduces 10 new ETFs including quality ETFs
  • Introduces 5 new mutual funds and a new "Target Education" managed solution

2012

  • Introduces 2 new ETF based mutual funds
  • Introduces 2 new Mutual Funds
  • Introduces 5 new ETFs, including its first U.S. dollar denominated ETF

2010

  • BMO GAM blazes a trail with the launch of the industry’s first ETF-based mutual funds
  • Introduces 17 new ETFs built of innovation; equally weighted sectors and precise fixed income exposures
2017
  • Fee cuts by up to 25 bps on 26 mutual funds
  • Introduces 19 innovative new ETFs
2016
  • Fee cuts to BMO’s largest and fastest growing ETFs
  • Fee cuts to 3 mutual funds
  • Introduces 5 new ETF based mutual funds
  • Introduces 3 new ETFs
  • Introduces 2 new Impact Investing mutual funds to align your values with your investments
2015
  • Fee cuts on 4 mutual funds
  • Introduces 3 new ETF based mutual funds
  • Introduces 3 new mutual funds and launches the new "Retirement" managed solution
  • Introduces 4 new ETFs
2014
  • Fee cuts on 7 core ETF products by 45% on average, permanently reduced fees across series F mutual fund line up
  • Introduces 10 new ETFs including quality ETFs
  • Introduces 5 new mutual funds and a new "Target Education" managed solution
2013
  • Introduces 7 new ETF based mutual funds
  • Introduces 7 new ETFs, further expanding fixed income line up and adding low volatility solutions
  • Introduces 6 new mutual funds
  • Fee cuts via waiver on 43 series F mutual funds
2012
  • Introduces 2 new ETF based mutual funds
  • Introduces 2 new Mutual Funds
  • Introduces 5 new ETFs, including its first U.S. dollar denominated ETF
2011
Introduces 7 new ETFs including Covered Call ETFs for enhanced income
2010
  • BMO GAM blazes a trail with the launch of the industry’s first ETF-based mutual funds
  • Introduces 17 new ETFs built of innovation; equally weighted sectors and precise fixed income exposures
2009
  • BMO GAM disrupts the ETF market by launching 13 ETFs in what has proven to be a very successful endeavor