Global Equity Funds

In each portfolio we incorporate the experience and insights of more than 40 investment professionals to meet clients’ distinct needs.

Going global for growth

The Global Equity team has a strong history of trust and collaboration from their decade of investing together. The Global Equity team’s unique sector model allows the portfolio managers to generate their best ideas from a global opportunity set of more than 12,000 stocks.
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Investment process

Through dedicated experienced sector professionals and a decentralized model, we aim to generate alpha1 for investors. Our deep industry relationships with key individuals and companies are at the foundation, allowing us to identify timely trends—and potential impacts—across sectors quickly.
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Investment Universe

Global opportunity set of 12,000 stocks and 11 sectors.

Macro Input

Insights from the Multi-Asset Solutions Team (MAST) drive strategic views.

Stock Selection

Access the top sector ideas from experienced domain investment professionals.
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Portfolio Optimization

Monitor and adjust for the best estimated return versus risk.

BMO Global Income & Growth Fund

Supported by the MAST and BMO’s Active Fixed Income team, our sector specialists leverage their top ideas in one global balanced fund.


The BMO Global Income & Growth Fund invests in equity and fixed income securities from around the world and has the flexibility to use all regions, styles, and sectors. With a go-anywhere approach, this Fund can capture growth opportunities and provide diversification benefits to portfolios.

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BMO Global Innovators Fund

The Global Equity team believes a new Industrial Revolution is set to commence over the next decade as technologies such as Artificial Intelligence and Web 3.0 are commercialized and made profitable.


The BMO Global Innovators Fund leverages a global network of specialists to identify emerging trends at an early stage and invest in equity and equity-related securities of global companies involved in the development of innovative products, processes, or services.

BMO Global Equity Fund

Core investment style, with the ability to tilt to Value or Growth as market conditions dictate.


The BMO Global Equity Fund collaborates with the BMO MAST team to bring both top-down and bottom-up information together to find the most attractive sectors for investment. By combining macro views with “on the ground” fundamental information from the sector teams, the team can generate unique and differentiated insights which allow the portfolio to be “tilted” towards sectors that offer greater return potential.

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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 funds in your portfolio.


1A measure of performance often considered the active return on an investment. It gauges the performance of an investment against a market index or benchmark which is considered to represent the market’s movement as a whole. The excess return of an investment relative to the return of a benchmark index is the investment’s alpha.


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 material 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.


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 (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.