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Top Investment Themes

Markets At a Glance

as of April 19, 2024

  • Equity markets continued their correction this week, with some firm economic data unable to counter the reality that rate cuts are not coming as soon or aggressively as previously thought.
  • The S&P 500 fell 3.2% by late Friday, with Technology, Consumer Discretionary and Communication Services posting the deepest declines alongside some steep selloffs from the likes of Netflix.
  • Meantime, the TSX gave back a more modest 0.7% as the sector mix was relatively favourable.

Source: BMO Economics

 

Inflation

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 Concentrated Global Equity Fund

For investors looking for a concentrated global growth solution. Access the best companies from around the world. Management team has a proven investment process that has been refined over past 20 years.

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 > 6%

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 U.S. High Dividend ETF Fund

Designed for investors looking for higher income from equity portfolios. Invested in a diversified basket of U.S. companies that pay regular dividends. Generates sustainable income while also providing downside mitigation.

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 Global Enhanced Income Fund

Designed for investors looking for income from equity portfolios Invested in a diversified portfolio with exposure to global securities Professionally managed by BMO Global Asset Management.

Growth

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

BMO ARK Next Generation Internet Fund

Access the growth potential of companies involved in disruptive internet innovation from around the world. Portfolio diversification potential as fund holdings typically not found in traditional strategies and core portfolios. Portfolio Manager Cathie Woods is a thought leader for investing in disruptive innovation.

BMO ARK Genomic Revolution Fund

Access the growth potential of companies focused on gene sequencing, gene editing and living therapies. Portfolio diversification potential as fund holdings typically not found in traditional strategies and core portfolios. Portfolio Manager Cathie Woods is a thought leader for investing in disruptive innovation.

BMO ARK Innovation Fund

Access to growth through technology enabled new products or services that potentially changes the way the world works. Portfolio diversification as fund can be a complement to traditional value/growth strategies. Portfolio Manager Cathie Woods is a thought leader for investing in disruptive innovation.

BMO Global Innovators Fund

Fund positioned to benefit from innovate trends over the next decade Multi-Sector approach to Innovation Investing. Experienced Portfolio Management Team with over 20 years experience in innovation investing.

BMO Nasdaq 100 Equity ETF Fund

Gain exposure to U.S. equities listed on the NASDAQ-100 Index. Professionally managed by BMO Global Asset Management.

BMO Global Equity Fund

For investors looking for a global growth solution. Access the growth potential of some of the best companies from around the world. Core Global Equity Fund that incorporates Macro views.

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.

Balanced

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 Global Income & Growth Fund

Core, one ticket Global Asset Management Solution. Experienced Global Sector Teams with a Differentiated Process. Ability to invest in all asset classes, regions and sectors.

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 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.

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.

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.

Below 50 Bps

BMO Canadian Banks ETF Fund

BMO Premium Yield ETF Fund

BMO U.S. Equity ETF Fund

For investors looking for the growth potential of the broad U.S. equities market index. The broad market exposure to U.S. equities can be used for the core U.S. equity component in your portfolio. Provides a cost effective way to invest in the potential growth of U.S. large-cap equities.

BMO Clean Energy ETF Fund

Exposure to companies involved in clean energy related businesses. Professionally managed by BMO Global Asset Management.

BMO Global Quality ETF Fund

You are looking for equity growth You want exposure to a diversified portfolio of global equities with higher quality than the market You are comfortable with medium investment risk (i.e., you are willing to accept fluctuations in the market value of your investment).

BMO Nasdaq 100 Equity ETF Fund

Gain exposure to U.S. equities listed on the NASDAQ-100 Index. Professionally managed by BMO Global Asset Management.

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

BMO Asian Growth & Income Fund

BMO Asset Allocation Fund

BMO Balanced ETF Portfolio

BMO Concentrated Global Balanced Fund

BMO Concentrated Global Equity Fund

For investors looking for a concentrated global growth solution. Access the best companies from around the world. Management team has a proven investment process that has been refined over past 20 years.

BMO Conservative ETF Portfolio

BMO Diversified Income Portfolio

BMO Enterprise Fund

BMO Equity Growth ETF Portfolio Class

BMO European Fund

BMO Global Dividend Fund

BMO Global Equity Fund

For investors looking for a global growth solution. Access the growth potential of some of the best companies from around the world. Core Global Equity Fund that incorporates Macro views.

BMO Global Infrastructure Fund

BMO Growth ETF Portfolio

BMO International Equity ETF Fund

BMO International Value Fund

BMO Low Volatility Canadian Equity ETF Fund

BMO Monthly Income Fund

BMO Multi-Factor Equity Fund

BMO North American Dividend Fund

BMO Resource Fund

BMO Retirement Balanced Portfolio

BMO Retirement Conservative Portfolio

BMO Retirement Income Portfolio

BMO SelectTrust Balanced Portfolio

BMO SIA Focused North American Equity Fund

BMO Sustainable Opportunities Global Equity Fund

BMO Tactical Global Asset Allocation ETF Fund

BMO U.S. Small Cap Fund

BMO U.S. Dollar Balanced Fund

BMO U.S. Dollar Monthly Income Fund

BMO U.S. Equity Fund

BMO World Bond Fund

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 December 31, 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 Advisor Series Mutual Funds: 4 & 5 Star Morningstar Rated

BMO Asian Growth & Income Fund F Overall Rating of 5 stars out of 48 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (47 funds), 5 stars over 5 years (47 funds), and 5 stars over 10 years (25 funds).

BMO Asset Allocation Fund F Overall Rating of 4 stars out of 347 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (317 funds), and 4 stars over 5 years (298 funds), and 5 stars over 10 years (211).

BMO Balanced ETF Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Canadian Small Cap Equity Fund F Overall Rating of 4 stars out of 200 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (178 funds), and 4 stars over 5 years (170 funds), and 4 stars over 10 years (119).

BMO Canadian Stock Selection Fund F Overall Rating of 4 stars out of 608 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (522 funds), and 4 stars over 5 years (450 funds).

BMO Concentrated Global Balanced Fund F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds), and 4 star over 10 years (526).

BMO Concentrated Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds).

BMO Conservative ETF Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), 4 stars over 5 years (553 funds).

BMO Covered Call Europe High Dividend ETF Fund F Overall Rating of 5 stars out of 161 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (157 funds), and 5 stars over 5 years (145 funds).

BMO Diversified Income Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Dividend Fund F Overall Rating of 4 stars out of 429 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (398 funds), and 3 stars over 5 years (360 funds), and 4 stars over 10 years (207 funds).

BMO Enterprise Fund F Overall Rating of 4 stars out of 200 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (178 funds), and 4 stars over 5 years (170 funds), and 5 stars over 10 years (119 funds).

BMO Equity Growth ETF Portfolio Class F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds) and 3 stars over 10 years (1,640 funds).

BMO European Fund F Overall Rating of 4 stars out of 161 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (157 funds), and 53stars over 5 years (145 funds), and 4 stars over 10 years (82 funds).

BMO Global Dividend Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds), and 3 stars over 10 years (640 funds).

BMO Global Energy Class F Overall Rating of 4 stars out of 52 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (42 funds), and 4 stars over 5 years (39 funds).

BMO Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds).

BMO Global Infrastructure Fund F Overall Rating of 4 stars out of 107 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (89 funds), and 4 stars over 5 years (69 funds).

BMO Greater China Class F Overall Rating of 5 stars out of 65 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (58 funds), and 5 stars over 5 years (51 funds).

BMO Growth ETF Portfolio F Overall Rating of 4 stars out of 1,261 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,062 funds), and 5 stars over 5 years (885 funds).

BMO International Equity ETF Fund F Overall Rating of 4 stars out of 659 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (598 funds), and 5 stars over 5 years (481 funds).

BMO International Value Fund F Overall Rating of 5 stars out of 659 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (598 funds), and 5 stars over 5 years (481 funds).

BMO Low Volatility Canadian Equity ETF Fund F Overall Rating of 4 stars out of 608 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (522 funds).

BMO Monthly Income Fund F Overall Rating of 4 stars out of 347 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (317 funds), and 4 stars over 5 years (298 funds), and 4 star over 10 years (211 funds).

BMO Multi-Factor Equity Fund F Overall Rating of 4 stars out of 1,400 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,225 funds).

BMO North American Dividend Fund F Overall Rating of 4 stars out of 137 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (105 funds), and 5 stars over 5 years (61 funds).

BMO Resource Fund F Overall Rating of 4 stars out of 105 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (103 funds), and 3 stars over 5 years (101 funds), and 4 stars over 10 years (66 funds).

BMO Retirement Balanced Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Retirement Conservative Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), and 4 stars over 5 years (553 funds).

BMO Retirement Income Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), and 4 stars over 5 years (553 funds).

BMO SelectTrust Balanced Portfolio F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 3 stars over 5 years (1,149 funds).

BMO SIA Focused North American Equity Fund F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 3 stars over 5 years (1,149 funds), and 4 stars over 10 years (526 funds).

BMO Sustainable Opportunities Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (105 funds), and 0 stars over 5 years (61 funds).

BMO Tactical Global Asset Allocation ETF Fund F Overall Rating of 4 stars out of 1,459 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds).

BMO U.S. Small Cap Fund F Overall Rating of 5 stars out of 254 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (203 funds).

BMO US Dollar Balanced Fund F Overall Rating of 5 stars out of 1,613 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (1,612 funds), and 5 stars over 5 years (1,149 funds).

BMO US Dollar Monthly Income Fund F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 5 stars over 5 years (1,149 funds), and 5 stars over 10 years (526 funds).

BMO US Equity Fund F Overall Rating of 4 stars out of 1,400 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,225 funds), and 3 stars over 5 years (1,017 funds), and 4 stars over 10 years (470 funds).­

BMO World Bond Fund F Overall Rating of 4 stars out of 575 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (428 funds), and 4 stars over 5 years (331 funds), and 5 stars over 10 years (106 funds).

Trailing Returns to December 31, 2022 (%)

Inception Date

3M

1Y

3Y

5Y

10Y

YTD

Since Inception

BMO Asian Growth & Income Fund F

2004-07-07

8.80

-12.91

-0.37

1.32

4.73

-12.91

6.39

BMO Asset Allocation Fund F

2009-11-11

3.50

-10.44

2.93

3.86

5.94

-10.44

5.39

BMO Balanced ETF Portfolio F

2013-08-12

5.25

-10.54

1.93

3.52

-10.54

5.76

BMO Canadian Small Cap Equity Fund F

2008-11-03

9.55

-19.68

7.72

6.17

9.23

-19.68

11.89

BMO Canadian Stock Selection Fund F

2013-12-23

3.89

-8.36

5.97

6.79

-8.36

8.01

BMO Concentrated Global Balanced Fund F

2006-02-27

7.26

-12.51

2.28

3.60

6.22

-12.51

5.46

BMO Concentrated Global Equity Fund F

2018-05-14

12.18

-12.35

6.37

-12.35

8.87

BMO Conservative ETF Portfolio F

2013-08-12

3.74

-11.02

0.40

2.25

-11.02

4.37

BMO Covered Call Europe High Dividend ETF Fund F

2016-04-28

13.23

0.05

2.94

3.88

0.05

6.27

BMO Diversified Income Portfolio F

2016-08-29

4.35

-9.09

2.33

3.97

-9.09

4.43

BMO Dividend Fund F

2008-11-03

3.02

-8.00

5.05

6.39

8.86

-8.00

8.23

BMO Enterprise Fund F

2002-08-27

7.30

-18.69

4.85

6.01

11.25

-18.69

10.84

BMO Equity Growth ETF Portfolio Class F

2010-04-26

7.89

-9.24

5.54

6.13

8.71

-9.24

6.97

BMO European Fund F

2008-11-03

18.33

-13.05

2.03

2.29

6.96

-13.05

8.28

BMO Global Dividend Fund F

2013-08-12

8.80

-8.92

6.79

7.03

-8.92

9.40

BMO Global Energy Class F

2013-06-24

12.95

41.69

7.86

3.35

41.69

4.21

BMO Global Equity Fund F

2015-04-17

6.98

-9.37

5.79

6.36

-9.37

7.43

BMO Global Infrastructure Fund F

2014-04-07

10.42

6.65

4.80

6.25

6.65

7.42

BMO Greater China Class F

2013-06-24

13.36

-13.91

0.02

2.96

-13.91

10.28

BMO Growth ETF Portfolio F

2013-08-12

6.63

-10.02

3.59

4.76

-10.02

7.05

BMO International Equity ETF Fund F

2017-05-05

9.87

-5.76

3.73

4.30

-5.76

4.92

BMO International Value Fund F

2013-12-23

13.61

-1.05

2.05

3.57

-1.05

5.65

BMO Low Volatility Canadian Equity ETF Fund F

2019-05-16

5.96

-0.35

7.59

-0.35

8.02

BMO Monthly Income Fund F

2008-11-03

3.62

-8.40

2.79

4.33

5.99

-8.40

6.51

BMO Multi-Factor Equity Fund F

2018-05-14

3.72

-11.75

8.66

-11.75

10.01

BMO North American Dividend Fund F

2013-06-24

7.69

-1.94

7.07

6.77

-1.94

10.93

BMO Resource Fund F

2008-11-03

10.37

14.40

8.32

6.50

4.91

14.40

6.10

BMO Retirement Balanced Portfolio F

2015-08-25

3.68

-9.54

2.11

3.61

-9.54

4.22

BMO Retirement Conservative Portfolio F

2015-08-25

2.27

-9.76

1.04

2.47

-9.76

2.95

BMO Retirement Income Portfolio F

2015-08-25

1.34

-9.91

0.22

1.64

-9.91

2.01

BMO SelectTrust Balanced Portfolio F

2006-07-17

4.97

-12.10

1.11

2.35

5.69

-12.10

4.88

BMO SIA Focused North American Equity Fund F

2018-12-05

-2.49

-3.46

6.36

-3.46

7.06

BMO Sustainable Opportunities Global Equity Fund F

2016-04-28

9.53

-18.57

4.73

7.64

-18.57

9.78

BMO Tactical Global Asset Alloc ETF Fund F

2016-04-28

-1.84

-8.97

0.03

3.09

-8.97

4.20

BMO U.S. Small Cap Fund F

2018-05-14

9.68

-6.58

10.49

-6.58

8.12

BMO US Dollar Balanced Fund F

2013-08-12

3.47

-16.97

1.93

3.17

-16.97

5.68

BMO US Dollar Monthly Income Fund F

2009-11-11

5.61

-12.38

0.91

3.09

5.29

-12.38

6.22

BMO US Equity Fund F

2008-11-03

3.90

-13.44

7.23

7.39

13.82

-13.44

11.46

BMO World Bond Fund F

2008-11-03

1.10

-9.57

-2.11

0.65

2.77

-9.57

3.33

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

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BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. 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.

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