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BMO SelectTrust®投资组合
- 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
借助定制建议以及创新解决方案，为今天的梦想和明天的所有梦想进行筹划。 Get started by the March 1footnotest RRSP deadline and get up to $2,500 footnote *.
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 riskfootnote star 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*：低
风险，脚注星号：低
目标资产配置：
0% - 5%股票95% - 100%固定收益产品BMO SelectTrust®收益型投资组合
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。此投资组合主要投资持有债券等固定收益证券以及股票等权益性证券的BMO互惠基金。 This helps you weather the ups and downs of the market while benefiting from a generous yield and low riskfootnote star.风险*：低
风险，脚注星号：低
目标资产配置：
20% - 30%股票70% - 80%固定收益产品BMO SelectTrust®保守型投资组合
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。此投资组合主要投资持有债券等固定收益证券以及股票等权益性证券的BMO互惠基金。这有助于带来丰厚的收益并帮助您实现投资的增长。风险*：低至中
风险，脚注星号：低至中
目标资产配置：
30% - 45%股票55% - 70%固定收益产品BMO SelectTrust®平衡型投资组合
此投资组合主要投资于多种其他的BMO互惠基金，以实现股票和债券等资产类别的多样化配置，从而在收益和资本增值之前取得平衡。这有助于在实现投资增长的同时获益于丰厚的收益。风险*：低至中
风险，脚注星号：低至中
目标资产配置：
50% - 70%股票30% - 50%固定收益产品风险*：低至中
风险，脚注星号：低至中
目标资产配置：
70% - 90%股票10% - 30%固定收益产品Risk*: Medium
Risk, footnote star: Medium
目标资产配置：
95% - 100%股票0% - 5%固定收益产品
关于我们与您的关系的重要提示： 新的 我们的合作 宣传册中有您在通过我们进行投资时应了解的重要信息。进一步了解BMOII与您的关系、我们提供的产品和服务、如何给我们支付，以及我们如何将您的利益始终放在首位。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.
footnote star details. 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 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 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.
footnote 1 details, BMO GAM, as of February 29, 2024.
footnote 2 details, BMO Investments Inc.
"BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under license.
