BMO Balanced ETF Portfolio Class How to buy
Fund Profile


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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if:
  • you want a balanced investment in fixed income and equity exchange traded funds and mutual funds that provide the potential for some capital appreciation
  • you are comfortable with low to moderate investment risk (i.e. you are willing to accept some fluctuations in the market value of your investment)


Investment Objectives and Strategies

This fund’s objective is to provide a balanced portfolio by investing primarily in exchange traded funds that invest in fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in fixed income securities and cash or cash equivalents.