BMO Mutual Funds

BMO GAM offers a comprehensive suite of mutual funds to meet the evolving needs of Canadian investors.

Mutual funds spotlight

BMO Strategic Equity Yield Fund

The power of Structured Notes recreated in a BMO Mutual Fund.

BMO ETF Portfolios

The six risk-differentiated portfolios provide cost-effective broad-market exposure.

BMO’s extensive mutual funds line-up 

Whatever your investment goals, you can find a fund to suit your needs among our BMO Mutual Funds line up.  

Fixed income

These funds invest in fixed income securities from various segments of the market

Enhanced income

These funds invest in high dividend paying stocks and/or use option writing strategies to generate income

Low Volatility

These funds focus on investing in equities with lower volatility than the market

Growth

These funds invest in equities to achieve long-term growth potential

ETF-based mutual funds

You have access to a selection of our popular ETFs as mutual funds

Benefits of investing in BMO mutual funds

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A fund for any need 

  • Access to investment opportunities around the world, across various sectors, asset classes and regions.
  • You can use our mutual funds as an all- in-one solution, or a building block for your portfolio.

Diversification

  • Depending on the fund mandate, your investments are spread across securities, sectors, geographies and/or currencies

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Professional Management

  • Investment decisions are made by investment professionals, following rigorous research into markets and securities

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Ease of access

  • You may access mutual funds from an initial investment of $500 and subsequent contributions of $50
  • You can access your money when you need it
  • Available for registered investment plans (series dependent)

Start investing with us

Financial advisors, please contact your regional wholesalers, or call us on 1-800-668-7327

If you are an investor, please speak to your financial advisor about including one or more of our mutual funds in your portfolio.

Mutual funds FAQs

What are the costs associated with mutual funds?
How do I invest in BMO Mutual Funds?
How are mutual fund distributions taxed?
Are mutual funds a safe investment?
What are the different types of mutual funds?
What are mutual funds?

Product FAQS

How does this investment work?
Can I invest from outside Canada?
What is the minimum investment?

Disclaimers

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.

Commissions, trailing commissions, management fees and expenses (if applicable) all may be associated with mutual fund investments and the use of an asset allocation service. Please read the fund facts or prospectus of the mutual funds in which investment may be made before investing, including mutual fund investments under an asset allocation service. In case of BMO Money Market Fund note that mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the Fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. 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.

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