Welcome to the BMO Global Asset Management microsite for SimplyBiz Investment Services (SIS).

As one of the fund options available within the SimplyBiz Investment Services Investment Solutions, the BMO MM Lifestyle Funds meet the SIS objectives to recognise and address your client’s needs in an accurate and compliant manner. In addition, our BMO MM Navigator Distribution Fund is an approved income solution.

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested.

 

BMO MM Lifestyle Funds

Launched in 2007, with the Foundation Fund added in 2013, the BMO MM Lifestyle range contains five whole of market, risk-targeted multi-manager funds. The asset allocation and volatility constraints of the funds are designed to align with client risk profiles 3-7 on Distribution Technology’s Dynamic Planner and can also be mapped to the output of other risk profiling systems.

BMO MM Navigator Funds

Our BMO MM Navigator range offers access to actively managed portfolios of what we believe to be the best available funds blended to achieve defined objectives, whether maximising capital growth through investment in the finest boutique talent, or receiving an attractive and reliable income.

Visit the Multi-Manager section of our website for more information