BMO SelectTrust® 投资组合
获得与您的个人风格相符的基金业绩。BMO SelectTrust® Portfolios are a professionally managed, all-in-one solution designed to meet your investment needs.
一个简单便利的一站式解决方案，为您节省时间并提供更大的灵活性- 这种多样化的投资组合使用我们最佳的投资理念，以最高的潜在回报为目标，而风险级别则控制在您能够承受的范围内
- 专业投资组合经理的主动监控让您通过值得信赖的合作关系享受到一份安心
BMO SelectTrust® Portfolio options
获得多样化的投资并不一定困难。BMO SelectTrust® Portfolios offer six distinct mutual fund portfolios that help meet your investment needs now, and down the road.
BMO SelectTrust® Fixed Income Portfolio
如果您想要实现投资的保值，这会是一个不错的选择。 The Portfolio mainly invests in BMO Mutual Funds with lower risk 脚注星星 holdings, like cash, and fixed income securities, like bonds. 它有助于您抵御市场波动，从而为您的资金提供更多的稳定性。
风险 脚注星星：低
目标资产配置：
- 0% - 5%股票
- 95% - 100%固定收益产品
BMO SelectTrust® Income Portfolio
如果您寻求的是在实现投资保值的同时享受较高的收益，此投资组合会是一个很好的选择。 The Portfolio mainly invests in BMO Mutual Funds with fixed income securities like bonds, and equity securities like stocks. 它有助于您抵御市场波动，同时让您获益于丰厚的收益和较低的风险 脚注星星。
风险 脚注星星：低
目标资产配置：
- 20% - 30%股票
- 70% - 80%固定收益产品
BMO SelectTrust® Conservative Portfolio
如果您寻求的是高收益以及一定程度的资本增值，此投资组合正是您的不二之选。 The Portfolio mainly invests in BMO Mutual Funds that hold fixed income securities like bonds, and equity securities like stocks. 这有助于带来丰厚的收益并帮助您实现投资的增长。
风险 脚注星星：低度到中度
目标资产配置：
- 30% - 45%股票
- 55% - 70%固定收益产品
BMO SelectTrust® Balanced Portfolio
Enjoy a balance of income and capital appreciation with this Portfolio that mainly invests in a blend of other BMO Mutual Funds to achieve a diversified mix of asset classes like stocks and bonds. 这有助于在实现投资增长的同时获益于丰厚的收益。
风险 脚注星星：低度到中度
目标资产配置：
- 50% - 70% Equit
- 30% - 50%固定收益产品
BMO SelectTrust® Growth Portfolio
想要获得长期的增长？ This Portfolio mainly invests in BMO Mutual Funds that hold equity securities like stocks, and fixed income securities like bonds, to a lesser extent. 这有助于您在实现投资增长的同时产生收益。
风险 脚注星星：低度到中度
目标资产配置：
- 70% - 90%股票
- 10% - 30%固定收益产品
BMO SelectTrust® Equity Growth Portfolio
想要获得长期增长潜力和节税的股息收入？ This Portfolio mainly invests in BMO Mutual Funds that hold equity securities like stocks, helping you enjoy a higher level of possible growth.
风险 脚注星星: 中
目标资产配置：
- 95% - 100%股票
- 0% - 5%固定收益产品
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 SelectTrust Portfolios include: BMO SelectTrust Fixed Income Portfolio, BMO SelectTrust Income Portfolio, BMO SelectTrust Conservative Portfolio, BMO SelectTrust Balanced Portfolio, BMO SelectTrust Growth Portfolio and BMO SelectTrust 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.
