BMO可持续投资组合
The BMO Sustainable Portfolios are professionally managed using a responsible investment approach.
Here’s how we’ve made it easier than ever to invest:
便捷的一体化解决方案。- 通过积极的管理实现风险控制并有可能取得优于大盘的业绩。
- 多样化的全球资产类别组合。
我们的 BMO Sustainable Portfolios Work
ESG considerations are important to BMO Sustainable Portfolios. With our ESG process, we evaluate investment opportunities at all levels.
How are the BMO Sustainable Portfolios designed for responsible investing?
Find the BMO Sustainable Portfolio that’s right for you
BMO Sustainable Income Portfolio
This low to medium risk 脚注星星 portfolio could be a great choice to help protect your money while leaving some room for growth.
风险 脚注星星：低度到中度
目标资产配置
- 75% - 80%固定收益产品
- 20% - 25%股票
BMO可持续保守型投资组合
This low to medium risk 脚注星星 portfolio aims to provide moderate growth while helping protect the value of your investment.
风险 脚注星星：低度到中度
目标资产配置
- 60% - 70%固定收益产品
- 30% - 40%股票
BMO可持续平衡型投资组合
If you’re looking for a balance of income and growth potential, this low-to-medium risk 脚注星星 portfolio could be right for you.
风险 脚注星星：低度到中度
目标资产配置
- 40% - 50%固定收益产品
- 50% - 60%股票
BMO可持续成长型投资组合
This low-to-medium risk 脚注星星 portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
风险 脚注星星：低度到中度
目标资产配置
- 15% - 30%固定收益产品
- 70% - 85%股票
BMO Sustainable Equity Growth Portfolio
This medium risk 脚注星星 portfolio could be a great choice if you’re looking for an ESG fund focused on long-term growth.
风险 脚注星星: 中
目标资产配置
- 0% - 5%固定收益产品
- 95% - 100%股票
实用工具和资源
BMO MyESG™
Try our easy, interactive BMO MyESG™ Digital Quiz to discover your responsible investing personality.
需要帮助？请咨询 专家
Get market insights and ideas from a BMO investment professional.
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 Sustainable Portfolios include: BMO Sustainable Income Portfolio, BMO Sustainable Conservative Portfolio, BMO Sustainable Balanced Portfolio, BMO Sustainable Growth Portfolio and BMO Sustainable 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.
