Managed Programs

Managed programs typically ‘wrap’ a mix of underlying mutual funds into a single portfolio giving you unique features and benefits:

• Portfolio diversification and prudent risk management
• Ease of use with a single price and consolidated financial statement
• Professional portfolio construction, monitoring and rebalancing

Which BMO Managed Program is right for you?

• BMO SelectClass Portfolios
  Four risk-differentiated portfolios to help you minimize your yearly tax liabilities.


• BMO MatchMaker Strategic Portfolios
  Five risk-differentiated portfolios of best-in-class BMO Mutual Funds.


• BMO LifeStage Plus Funds
  Innovative target date funds that help you meet your future financial goals with principal guarantees.


• BMO LifeStage Retirement Income Portfolios
  Portfolios that ensure guaranteed cash flow and capital protection as you approach and enter retirement.


• BMO Intuition RESP Portfolios
  Five diversified portfolios that make it easy to save for your child’s education.


• BMO FundSelect Portfolios
  Four core portfolios that provide you exposure to some of Canada’s most respected mutual fund managers.