Invest in Disruptive Innovation. Invest Like a Visionary.

Own the future with three new and disruptive innovation funds built by BMO and ARK Investment Management LLC (ARK).

Own the Future Today with Disruptive Innovation Strategies

Disruptive innovation is shaping the future. Now Canadian investors can own the future with three new and disruptive innovation funds by BMO in partnership with ARK.

ARK’s research is centred around the belief that five innovation platforms are evolving and converging simultaneously to create dramatic cost declines, unleashing incremental demand across sectors and geographies—and spawning more innovation.

Artificial Intelligence (AI)

Machine learning has the ability to transform all sectors of the economy.

Energy Storage

Innovations in clean energy storage will be paramount during the global transition from fossil fuels.

Robotics

Advances in automation should one day transform many physical processes and workflows.

DNA Sequencing

The clinical adoption of genome technologies could vastly reshape the health care industry.

Blockchain Technology

Corporations will likely have to adapt as blockchains call into question their very structure.

Combining Top-Down and Bottom-Up Research

ARK’s investment team identifies disruptive innovations and convergence across markets using an open research ecosystem. This top-down approach to ideation enables the team to track evolving themes, calculate demand and pinpoint opportunities.

Simultaneously, ARK’s bottom-up analysis aims to select the companies best-positioned for long-term growth. Each decision is based on a proprietary calculation and comprehensive five-year valuation models. Cathie Wood, CIO and Portfolio Manager at ARK, has the final accountability for all investment decisions.

Adjustments are made to support ongoing risk management, changes in conviction and market volatility.

Let’s Connect

Give us a call

For Mutual Funds:
1-800-668-7327
For ETFs:
1-800-361-1392

Disclosures

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

This communication is for information purposes. The information contained herein is not, and should not be construed as, investment advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. This communication is intended for informational purposes only.

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the 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. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.

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 under which BMO Asset Management Inc. and BMO Investments Inc. operate.

®/™ Registered trademarks/trademark of Bank of Montreal, used under licence.

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