Top Fund Ideas
Stay current, and streamlined, with the best investment solutions for Q3 2021.
Core Solutions – Retirement Portfolios
Aim high for returns with actively managed, high-conviction strategies.
Fixed Income Strategies
Add sources of yield, while safeguarding your client holdings.
Keep traditional allocation as a staple on every product shelf.
Enhanced Dividend Strategies
Boost yield with a well-diversified roaster of dividend growers.
Low Volatility Solutions
Reduce risk, and still capture upside when the market rebounds.
Equity Growth Strategies
Invest boldly to outperform any and all market benchmarks.
Sustainable Equity Solutions
Ensure clients can invest responsibly without sacrificing returns.
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.
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.