Skip navigation
Navigation skipped

News Releases

BMO Investments Inc. Launches Series G and Series D Securities and Announces Risk Rating Changes for Certain Funds

TORONTO, Nov. 10, 2017 /CNW/ - BMO Investments Inc. (BMOII) today announced the launch of Series G securities for various BMO Mutual Funds, subject to receipt of securities regulatory approval. These include:

BMO Core Bond Fund

BMO Fixed Income ETF Portfolio

BMO Core Plus Bond Fund

BMO Income ETF Portfolio

BMO Monthly Income Fund

BMO Conservative ETF Portfolio

BMO Asset Allocation Fund

BMO Balanced ETF Portfolio

BMO Dividend Fund

BMO Growth ETF Portfolio

BMO Tactical Dividend ETF Fund       

BMO Equity Growth ETF Portfolio

The new Series G funds are available exclusively through BMO Group Registered Retirement Savings Plan (RRSP) accounts.

"We are always looking for ways to help our small-to-medium-size business customers, including offering incentives to assist them in retaining top talent," said Trevor Philp, Senior Product Manager, BMO Global Asset Management. "Group RRSPs provide a great way for businesses to offer cost-effective retirement-saving solutions through convenient payroll deductions. Employees also have access to detailed financial planning and investment advice that is tailored to them."

Series D Securities
BMOII has also launched Series D securities for the following (subject to receipt of securities regulatory approval):            

BMO Money Market Fund

BMO Global Growth & Income Fund

BMO Diversified Income Portfolio

BMO North American Dividend Fund

BMO Global Diversified Fund

BMO Global Small Cap Fund

BMO Global Monthly Income Fund

BMO Precious Metals Fund

BMO Growth & Income Fund

BMO Resource Fund

BMO Laddered Corporate Bond Fund

Each of the BMO U.S. Dollar Funds

BMO Monthly Dividend Fund Ltd.

Each of the BMO Global Tax Advantage Funds

BMO Mortgage and Short-Term Income Fund

BMO Resource Fund

BMO World Bond Fund

Each of the BMO LifeStage Plus Funds

BMO Canadian Large Cap Equity Fund

Each of the BMO FundSelect® Portfolios

Risk Rating Changes

Additionally, BMOII has announced the following risk rating changes, effective on or about November 10, 2017:

BMO Conservative ETF Portfolio changed from "low to medium" to "low"

BMO Global Small Cap Fund changed from "medium to high" to "medium"

BMO Greater China Class changed from "high" to "medium to high".

There are no changes to the investment objectives or strategies of these funds associated with their new risk ratings.

These changes result from the implementation of the new standardized risk classification methodology recently mandated by the Canadian Securities Administrators for publicly offered mutual funds.

For more information about BMO Mutual Funds please visit

BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp. and BMO's specialized investment management firms.

®"BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under licence.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in a fund will be returned to you. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $709 billion as of July 31, 2017, and more than 45,000 employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.

SOURCE BMO Financial Group

For further information: Media Contacts: Amanda Robinson, Toronto,, (416) 867-3996; Valérie Doucet, Montreal,, (514) 877-8224