BMO Managed Portfolios

BMO Managed Portfolios offer tailored solutions to achieve your unique financial goals, resulting in a smoother ride to your investment destination.
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Choose your financial destination, we’ll manage the journey

BMO Managed Portfolios provide access to the full breadth of our investment capabilities. What sets our strategy apart is a more global focus, greater emphasis on alternative investments, exposure to the growth potential of small-cap stocks, and our flexibility to use new generation of mutual funds to maximize returns and manage risks.
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Investment portfolios built with your needs in mind

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Active management

Actively managed portfolios that leverage the strength of BMO GAM’s Multi-Asset Solutions Team (MAST) that adapts to changing market conditions. 

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Increased diversification

Global exposure and diversification across asset classes to protect your capital from sudden market shifts, smooth out returns, and increase growth potential.

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Desired risk tolerance

Benefit from our precise asset exposure, leveraging BMO’s full range of ETFs and mutual funds, customized to your risk appetite and goals.
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Portfolio options

Choose from our five risk-based portfolio options, including income, balanced and growth to meet your investment goals.

Explore BMO Managed Portfolios

Offering you a one-stop solution of diversified portfolios to meet your evolving investment needs, utilizing BMO GAM’s best ideas across all capabilities.
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  • 30% Equity
  • 70% Fixed Income

BMO Managed Income Portfolio

Aims to provide consistent income by investing primarily in conservative mutual funds with higher exposure to fixed income.
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  • 40% Equity
  • 60% Fixed Income

BMO Managed Conservative Portfolio

Aims to preserve the value of your investment and provide moderate potential for growth by investing primarily in mutual funds, focusing on global equities and fixed-income securities.
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  • 60% Equity
  • 40% Fixed Income

BMO Managed Balanced Portfolio

Aims to provide a balance of income and growth by investing primarily in a mix of mutual funds, holding fixed-income and equity securities.

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  • 80% Equity
  • 20% Fixed Income

BMO Managed Growth Portfolio

Aims to achieve long-term growth and protection against inflation by taking higher exposure in equities.
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  • 100% Equity

BMO Managed Equity Growth Portfolio

Aims to provide exceptional long-term growth by investing primarily in mutual funds invested in equity securities.

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BMO’s investment approach to optimize returns

Less Canada-centric

Our portfolios provide opportunities to invest in equities and fixed income in foreign markets, making this approach particularly attractive for investors who may already have significant exposure to Canadian investments, such as banks and natural resources.

Active and passive blend

BMO Managed Portfolios offer a balanced approach: they combine the cost efficiency of ETF products with the best of BMO’s actively managed mutual funds.

More alternatives

Our investment strategy places a greater focus on alternative investments, including private equity and infrastructure, to create more diversified and robust portfolios and aim to achieve higher returns.

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Meet the investment team

Marchello Holditch, CFA, CAIA

Head of Multi-Asset Solutions

Marchello oversees BMO GAM’s multi-asset investment solutions. Previously, he held the role of Portfolio Manager at CI GAM. Prior to that, he worked at a major global consulting firm, where he assisted a wide variety of institutional clients with asset liability modeling and investment manager research. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.

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Steven Shepherd, CFA

Director, Portfolio Manager

Steve started his career in the investment industry in 1994, holding several senior roles in sales and product management before moving into the role of portfolio manager in 2013. He joined BMO in 2008, with primary responsibility for oversight of the selection and monitoring of internal and external fund managers, and asset allocation of the firm’s fund of fund solutions and other products. He is a graduate of the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

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Sadiq S. Adatia, CFA, FSA, FCIA

Chief Investment Officer (CIO)

As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy and risk management across BMO GAM’s investment solutions. He oversees asset allocation, portfolio structure, trading, portfolio analytics and investment governance across all traditional asset classes. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Sadiq’s investment knowledge is widely sought after in the broader investment community by media outlets such as CNBC, BNN/Bloomberg and Reuters. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada. Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA Charter holder and is a Fellow, both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.

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Resources and documents

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 which of our BMO Managed Portfolios suits your goals.

Managed portfolio FAQs

What is a fund of funds?
Is a managed portfolio right for me?

Disclaimers

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.

This content is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

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