Skip to Main Content

Top Fund Ideas

What kind of solutions are you searching for in today’s environment? Browse our Top Fund Ideas by investment objective to help your clients on their investing journey.

Markets At a Glance

as of January 20, 2022

  • Equity markets struggled this week, as a soft run of economic data stoked slowdown concerns, while the U.S. ran into the debt ceiling, setting up possibly months of headlines and negotiation while extraordinary funding measures are used.
  • The S&P 500 finished down 0.7%, with industrials, utilities and consumer staples lagging.
  • The TSX added 0.7%, outperforming on the back of higher energy and technology sectors, and much better results across the rest of the spectrum.

Source: BMO Economics.

 

Inflation Protection

Inflation levels that most of us haven’t seen in our careers adds to today’s costs and puts a greater burden on tomorrow’s growth.

BMO Brookfield Global Real Estate Tech Fund

A new Fund that invests in listed real estate focused on the demand for technology infrastructure, where real estate traditionally supplies inflation protection.

BMO Brookfield Global Renewables Infrastructure Fund

A new Fund that invests in listed infrastructure focused on renewables, where infrastructure traditionally supplies inflation protection.

Yield

Retirees and defensive investors need increasing cash flow to fund their lifestyles, and equity yield can act as a buffer against rising market volatility and inflation.

BMO Covered Call Canada High Dividend ETF Fund

An enhanced income Fund built with a disciplined dividend portfolio with a covered call overlay.

BMO Covered Call Canadian Banks ETF Fund

An enhanced income Fund investing in our Canadian banks with a covered call overlay.

BMO Dividend Fund

Income-focused Fund that invests in dividend growers focused on Canada.

Growth

Keeping your money working can mean a better long-term result for younger investors and higher risk investors.

BMO Concentrated Global Equity Fund

High conviction portfolio of global equities expected to outperform over the long term.

BMO Concentrated Global Balanced Fund

High conviction portfolio of global equities expected to outperform over the long term with an added fixed income sleeve to lower portfolio risk.

BMO U.S. Equity Plus Fund

A growth Fund that invests in the opportunities in Canada and the U.S. managed by BMO Capital Markets Chief Strategist, Brian Belski.

Balance

Easy to use, risk-based balanced solutions can be used for the core of any portfolio and can add a disciplined core and satellite approach to portfolio construction.

BMO Balanced ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Income ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Conservative ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Growth ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Equity Growth ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Fixed Income ETF Portfolio

Risk-based ETF Portfolios that look to deliver high risk adjusted returns.

BMO Retirement Income Portfolio

Specialty Portfolios that look to provide growth, capital protection, and a smoother ride.

BMO Retirement Balanced Portfolio

Specialty Portfolios that look to provide growth, capital protection, and a smoother ride.

BMO Retirement Conservative Portfolio

Specialty Portfolios that look to provide growth, capital protection, and a smoother ride.

Risk Reduction

Market risk and macro events lead many investors to look for lower risk Funds that still participate in market growth.

BMO Low Volatility Canadian Equity ETF Fund

A disciplined lower risk approach based on selecting Canadian companies with lower beta across market sectors.

BMO Low Volatility U.S. Equity ETF Fund

A disciplined lower risk approach based on selecting U.S. companies with lower beta across market sectors.

Responsible Investment Strategy

Aims to mitigate ESG risk and capitalize on opportunities for clients.

BMO Sustainable Opportunities Global Equity Fund

A global ESG-focused fund that looks to invest only in companies with strong performance across a broad set of ESG considerations.

BMO Sustainable Opportunities Canadian Equity Fund

An ESG-focused fund that looks to invest only in companies with strong performance across a broad set of ESG considerations.

Morningstar RatingTM 4- & 5-Star-Rated Series F Funds

BMO Canadian Small Cap Equity Fund

High-growth, equity solution, managed by BMO Asset Management Inc.

BMO Canadian Stock Selection Fund

Core, Canadian growth Fund, managed by BMO Asset Management Inc.

BMO Dividend Fund

Income-focused Fund managed by BMO Asset Management Inc.

BMO Global Energy Class

Equity growth solution, managed by BMO Asset Management Inc.

BMO Greater China Class

China focused equity growth solution managed by Columbia Threadneedle Investments.

BMO Covered Call Europe High Dividend ETF Fund

Income-focused Fund managed by BMO Asset Management Inc.

T4/T5/T6/T8/F2/F4/F5/F6 funds provide a monthly distribution at a predefined annualized rate that resets based on Dec 31 NAV of each year (i.e., T6 would mean 6% annually, resetting annually based on December 31 NAV) and are ideal for investors seeking a tax-efficient, predictable source of cash flow from non-registered accounts.

Source: Morningstar Direct. Data as of November 30, 2022. Funds are Series F.

© 2022 Morningstar Research, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

BMO Canadian Small Cap Equity Fund Overall Rating of 4 stars out of 204 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (179 funds), 4 stars over 5 years (170 funds), and 4 stars over 10 years (119 funds).

BMO Canadian Stock Selection Fund Overall Rating of 4 stars out of 645 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (524 funds), and 4 stars over 5 years (450 funds).

BMO Dividend Fund Overall Rating of 4 stars out of 443 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (400 funds), 4 stars over 5 years (361 funds), and 5 stars over 10 years (207 funds).

BMO Global Energy Class Overall Rating of 4 stars out of 54 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (40 funds), and 4 stars over 5 years (38 funds).

BMO Greater China Class Overall Rating of 5 stars out of 68 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (58 funds), and 5 stars over 5 years (50 funds).

BMO Covered Call Europe High Dividend ETF Fund Overall Rating of 5 stars out of 163 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (159 funds), and 5 stars over 5 years (145 funds).

Morningstar Rating is for the Series F only; other classes may have different performance characteristics.

Morningstar Ratings reflect performance as of November 30, 2022 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. For each time period the top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.

Trailing Returns to November 30, 2022 (%)

Inception Date

1Y

3Y

5Y

10Y

Since Inception

BMO Canadian Small Cap Equity Fund

2002-08-27

-16.41

5.61

6.69

11.55

BMO Canadian Stock Selection Fund

2008-11-03

-14.71

9.37

7.24

9.84

BMO Dividend Fund

2013-12-23

0.13

8.26

8.17

-

8.83

BMO Global Energy Class

2008-11-03

2.43

6.77

7.68

9.69

BMO Greater China Class

2013-06-24

49.09

9.99

4.45

-

4.59

BMO Covered Call Europe High Dividend ETF Fund

2016-04-28

7.86

4.31

4.40

-

6.73


Source: Morningstar Direct. F Series performance as of November 30, 2022.

* As compared to an investment that generates an equivalent amount of interest income.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc. and BMO Investments Inc. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

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. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing.

Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, 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.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds 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 Life Assurance Company is the issuer of the BMO Segregated Funds individual variable insurance contract referred to in the Information Folder and the guarantor of any guarantee provisions therein. The BMO GIF Information Folder and Policy Provisions provide full details and govern in all cases. BMO GIF products are offered through BMO Life Assurance, a separate legal entity than BMO Global Asset Management and wholly owned by BMO Financial Group. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. Segregated fund fees are higher than mutual funds as they include insurance fees to provide for the guarantees on deposits at maturity or on death.

Legal and regulatory disclosures

This information is for Investment Advisors only. By accepting, you certify that you are an Investment Advisor. If you are NOT an Investment Advisor, please decline and view the content in the Investor or Institutional areas of the site. The website is for informational purposes only and is not intended to provide a complete description of BMO Global Asset Management’s products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Products and services of BMO Global Asset Management are only offered in jurisdictions where they may be lawfully offered for sale. The information contained in this Website does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product, service or information to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. All products and services are subject to the terms of each and every applicable agreement. It is important to note that not all products, services and information are available in all jurisdictions outside Canada.