BMO Ascent™投资组合
借助专为帮助您达成长期目标而设计的成熟的投资方法，使您的财富实现增长。BMO Ascent™ Portfolios offer an exclusive solution designed to help grow your long-term wealth and ensure you’re on the path towards financial success.
退休金式的投资，有助于提高回报- 动态化的投资组合管理，可充分利用市场中的机会，并规避潜在的风险。
- A core of cost-effective ETF（交易所买卖基金）s to help keep overall fees down
什么是核心-卫星投资？
在核心-卫星投资中，代表着广泛市场的多样化投资核心是您投资组合的基础。此核心得到了卫星投资的补充，后者有助于通过利用有针对性的投资机会来提高回报。
BMO Ascent™ Portfolio options
BMO Ascent™ Income Portfolio
This could be a good choice if you’re looking for a low-risk 脚注星星，保守型投资组合。此投资组合主要投资固定收益产品以帮助实现投资的保值，同时少量配置股票以提供资本增值的潜力。
风险 脚注星星：低
目标资产配置
- 70% - 90%固定收益产品
- 10% - 30%股票
BMO Ascent™保守型投资组合
If you are a looking for a conservative, low-risk 脚注星星 portfolio that can help preserve your investment’s value while providing some growth potential, this could be a good choice. 此投资组合主要投资固定收益产品，并少量配置股票，以提供资本增值的潜力。
风险 脚注星星：低度到中度
目标资产配置
- 50% - 70%固定收益产品
- 30% - 50%股票
BMO Ascent™平衡型投资组合
如果您寻求的是在收益和增长潜力之间取得平衡的投资组合，这会是一个不错的选择。 This low-to-medium risk 脚注星星 portfolio mainly invests in global equities to help provide growth, along with some fixed income.
风险 脚注星星：低度到中度
目标资产配置
- 30% - 50%固定收益产品
- 50% - 70%股票
BMO Ascent™成长型投资组合
This portfolio could be a good choice if you are looking for a growth-oriented investment with low to medium risk 脚注星星。此投资组合主要投资全球股票以帮助提供长期的资本增值，同时少量配置固定收益产品。
风险 脚注星星：低度到中度
目标资产配置
- 10% - 30%固定收益产品
- 70% - 90%股票
BMO Ascent™股票成长型投资组合
如果您寻求的是长期的投资增长，此投资组合会是一个不错的选择。 This medium-risk 脚注星星 investment primarily holds equities to help provide capital appreciation.
风险 脚注星星: 中
目标资产配置
- 0% - 10%固定收益产品
- 90% - 100%股票
实用工具和资源
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Why invest in mutual funds? Mutual fund basics for 新手
If you're new to investing, mutual funds are a great place to start learning the basics.
Important notice about our relationship with you: The new Our Relationship brochure has key information you should know when investing with us. 进一步深入了解 BMOII’s relationship with you, the products and services we offer, how we get paid, and how we always put your interests first. 了解更多
- This material is for information purposes. 此处包含的信息不是，也不应解释为对任何一方的投资、税务或法律建议。 Particular investments and/or trading strategies should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.
- 星号脚注详情 All investments involve risk. The value of a Mutual Fund can go down as well as up and you could lose money. The risk of a Mutual Fund is rated based on the volatility of the Mutual Fund’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility doesn’t tell you how volatile a Mutual Fund will be in the future. A Mutual Fund with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect a Mutual Fund’s returns, see the BMO Mutual Fund’s simplified prospectus.
- BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. BMO Mutual Funds are not insured by the CDIC.BMO Ascent™ Portfolios include: BMO Ascent™ Income Portfolio, BMO Ascent™ Conservative Portfolio, BMO Ascent™ Balanced Portfolio, BMO Ascent™ Growth Portfolio and BMO Ascent™ Equity Growth Portfolio.Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the fund facts, ETF（交易所买卖基金） facts or prospectus of the relevant mutual fund before investing. 互惠基金的收益没有保证，其价值变更频繁，历史业绩可能不会再重现。不保证分配，并可能更改/或取消分配。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（交易所买卖基金） 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. 不保证分配，并可能更改/或取消分配。BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
- 脚注1详情 BMO GAM, as of April 30, 2025.
- 脚注2详情 BMO Investments Inc.
- "BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.
