BMO's Growth Solutions

Engineered to help deliver on your expectations

Whether it’s built for accumulation or decumulation, a well-balanced asset mix needs to meet client objectives over the long term. This means consistent and sustainable growth to offset market ups-and-downs, rising rates and inflation. The million-dollar question right now is where can investors find that growth?

A focus on quality for sustainable growth

Selecting the best companies with growth potential in the global equity market is not easy, so advisors and their clients should consider growth strategies engineered to weather ups-and-downs over time, with return potential that can get them where they want to be.
  • Equity investing with a high quality focus may earn a return premium while reducing risk over longer periods of time.
  • High quality companies are defined as market leaders with durable business models and sustainable competitive advantages.
  • The BMO MSCI All Country World High Quality Index ETF invests in stocks using an analysis of three fundamental quality factors; high return on equity, low financial leverage and stable earnings growth.
  • The BMO Concentrated Global Equity Fund applies a set of 10 growth and quality criteria, aiming to select companies that may maintain growth in 5-10 years’ time.

Mutual fund solutions for growth

ETF solutions for growth

Solutions engineered for your clients' investment needs

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Sustainability

Draw on our more than 30-year commitment to investment strategies engineered to help clients balance their portfolio with their values.

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Lower Risk

Have clients who are looking for less volatility? Discover our Investment solutions engineered for lower risk.

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Enhanced Income

Find investment solutions engineered for clients who believe in putting safety first.

Disclosures

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.
Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus of the relevant mutual fund or ETF before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF .  BMO ETFs 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 Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. 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.

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.