BMO Structured Outcome ETFs

Introducing a new range of BMO ETFs to help you dial down risk or dial up equity returns.

Stay dialed into the market

In the quest to build better investment portfolios, one name has constantly stood as your partner on the frontier of innovation: BMO Global Asset Management.

 

In 2009, we established BMO ETFs to answer the call for more asset classes and investment strategies. Our focus on broader access has helped so many Canadians tailor portfolios to their needs—and you’ve rewarded us with greater trust and assets under management.

 

Now we’re unlocking cutting-edge strategies that deliver a whole new range of outcomes—many of which were only available to a select group of investors. Introducing: BMO Structured Outcomes ETFs.

Explore a new range of BMO ETFs

Accelerator ETFs

A way to ramp up your equity exposure and deliver more from a slow growth environment.

Buffer ETFs

Complement or substitute your core equity positions, providing a built-in cushion on the downside.

Get started

You can purchase BMO Structured Outcome ETFs through your direct investing account with your online broker, or through your investment advisor.

Note: When entering U.S. Dollar unit symbol “(.U)” on Thomson One use “(‘U)”. (‘U-T) for TSX listed ETFs and (‘U-GD) for NEO listed ETFs

Structured Outcome ETFs FAQs

What are Structured Outcome ETFs?
What are the fund's investment objectives?
How do these ETFs fit in my portfolio?
Do the Structured outcome ETFs pay out a dividend?
What if I buy shares of a Structured Outcome ETF on the first day?
What if I buy shares of a Structured Outcome ETF after the first day?
Do these ETFs mature?

Disclosures

This communication is intended for informational purposes only and is not, and should not be construed as, investment and/or tax advice to any individual. Particular investments and/or trading strategies should be evaluated relative to each individual’s circumstances. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment.

 

An investor that purchases Units of a Structured Outcome ETF other than at starting NAV on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior to the end of a Target Outcome Period may experience results that are very different from the target outcomes sought by the Structured Outcome ETF for that Target Outcome Period. Both the cap and, where applicable, the buffer are fixed levels that are calculated in relation to the market price of the applicable Reference ETF and a Structured Outcome ETF’s NAV (as Structured herein) at the start of each Target Outcome Period. As the market price of the applicable Reference ETF and the Structured Outcome ETF’s NAV will change over the Target Outcome Period, an investor acquiring Units of a Structured Outcome ETF after the start of a Target Outcome Period will likely have a different return potential than an investor who purchased Units of a Structured Outcome ETF at the start of the Target Outcome Period. This is because while the cap and, as applicable, the buffer for the Target Outcome Period are fixed levels that remain constant throughout the Target Outcome Period, an investor purchasing Units of a Structured Outcome ETF at market value during the Target Outcome Period likely purchase Units of a Structured Outcome ETF at a market price that is different from the Structured Outcome ETF’s NAV at the start of the Target Outcome Period (i.e., the NAV that the cap and, as applicable, the buffer reference). In addition, the market price of the applicable Reference ETF is likely to be different from the price of that Reference ETF at the start of the Target Outcome Period. To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF for that entire Target Outcome Period.

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. The indicated rates of return are the historical annual compound total returns including changes in prices and reinvestment of all distributions and do not take into account commission charges or income taxes payable by any unitholder that would have reduced returns. Exchange traded funds are not guaranteed, their value change frequently and past performance may not be repeated.

 

For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETFs prospectus. 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 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 under which BMO Asset Management Inc. and BMO Investments Inc. operate.

 

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