BMO Mutual Fund Model Portfolios


BMO SelectClassTM Portfolios

BMO SelectClass Portfolios are a series of four risk differentiated portfolios constructed within a corporate class structure1 to allow you to accumulate capital in a manner as tax-efficient as possible. You can benefit from:
  • Tax-deferred growth potential
  • Tax-efficient monthly cash flow from Series T6
  • Automatic portfolio rebalancing
  • Professional money management

BMO SelectClass Portfolios (Series A)
BMO SelectClass Portfolios (Series T6)*
*Series T6 securities are suitable for investors holding securities outside a registered plan (cannot be purchase in a RSP account) and wishing to receive monthly distributions.

1 Each BMO SelectClass Portfolio is a class of BMO Global Tax Advantage Funds Inc. BMO Global Tax Advantage Funds Inc. is a separate entity managed by BMO Investments Inc. a financial services firm and separate entity from Bank of Montreal.


BMO FundSelectTM Portfolios

BMO FundSelect Portfolios are four diversified mutual fund portfolios constructed with a mix of the best of BMO Mutual Funds and other leading Canadian mutual fund brands. You can benefit from:

Exposure to industry-leading fund families including: AGF, Invesco Trimark, Brandes Investment Partners, CI Investments, Franklin Templeton Investments and Mackenzie Investments.
  • Access to renowned fund managers
  • Portfolio diversification by asset class and management style
  • Strategic asset allocation to control risk
  • Automatic portfolio rebalancing and monitoring