Mutual Fund Centre Your Mutual Funds - Your Way By opening a BMO InvestorLine Account today you will get immediate access to the tools and resources you need to make managing your mutual fund portfolio easier than ever before.
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BMO LifeStage Plus Funds have a specific Target End Date and designed for investors who want a product that evolves over time to meet their investment objectives. These funds also offer a Guaranteed Maturity Amount and there are four funds to choose from. BMO LifeStage Plus Funds are a good choice for retirement and longer-term planning.
Consider these funds if:
- You’re seeking preservation of capital by staying invested until the fund’s Target End Date and the potential for capital appreciation over a set period of time.
- You're comfortable with low to medium investment risk.
Learn more
If you are an existing BMO InvestorLine Client, please sign in now to buy these funds.
Savings and Choice
A BMO
InvestorLine account gives you the best of both worlds with an extensive
choice of mutual funds and transaction fee savings.
You have access to over 9,300 mutual funds and a variety of Labour
Sponsored Funds from top-performers such as BMO
Mutual Funds, BMO Guardian Funds, AIC, Fidelity, Franklin
Templeton, companies and many more. BMO InvestorLine's "No
Fee Fund" program allows you to buy and sell from over
9,200 no-load, front-load and back load funds without incurring
a transaction
fee. These no-transaction-fee funds belong to more than 130
leading fund families. Additionally we offer access to fund
families
that are part of our "Transaction
Fee Fund" program. **
Knowledge
Our goal is to provide you with the tools and knowledge
you need to become a more successful investor. To ensure
you have access to insightful analysis, fund rankings and
up-to-the-minute news and data, as well as expert opinions
and editorials, BMO InvestorLine has teamed up with Morningstar.ca*,
Canada's leading provider of mutual fund investment information.
We also give you access to interactive tools such as Fund
Selector and Morningstar's Five Star Rating System.
BMO InvestorLine has partnered with internationally recognized economist and mutual fund analyst Ranga Chand. This collaboration enables BMO InvestorLine to provide a customized list of Heavy Hitter® Funds **** based on proprietary research and employing sophisticated analytical and quantitative filtering techniques.
Model Portfolios
Chosen from the Heavy Hitter Funds, BMO InvestorLine also provides clients a choice of 3 types of Heavy Hitter Model Portfolios, supported by monthly Model Portfolio updates and reports highlighting the performance of each individual portfolio.
Convenience
We make managing and building your portfolio of mutual funds hassle-free through both our Automatic Purchase Plan, and our Automatic Withdrawal Plan, which allows you to receive regular income payments directly from your mutual fund portfolio.
* The morningstar.ca link will display content provided by Morningstar Research Inc., an independent third party. The Mutual Fund Research content is the responsibility of Morningstar Research Inc. and does not represent BMO InvestorLine's views nor should it be seen as a solicitation by BMO InvestorLine to purchase or sell any of the products that are being discussed.
** These mutual funds belong to leading fund families that are eligible for the No Fee Fund program. Exempting Money Market and T-Bill funds and DSC funds, an early redemption fee of $43 ($35 for electronic orders) will be charged for funds held for less than 90 days. For DSC funds, a fund company deferred sales charge on redemption may apply. For some funds, a fund company's early redemption fee may also apply.
**** ®”Heavy Hitter” is a registered trade-mark of Chand Carmichael & Company Limited, used under licence.