BMO-Conservative ETF Portfolio

BMO-Conservative ETF Portfolio

Investment Outlook:

You want an income producing investment with various options for monthly distributions and the potential for some capital appreciation.

You are comfortable with low investment risk.


PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
- - 4.90% 2.50% 8.50% -3.50% -

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.30% 0.80% 5.10% 7.90% 3.00% - 3.40% 3.90% 0.00% 4.90%

ASSET ALLOCATION


Fixed income 58.30%
equity 36.30%
cash 1.40%
other 4.00%

GEOGRAPHICAL ALLOCATION


Canada 55.20%
United States 25.80%
United Kingdom 2.00%
Japan 1.80%
Ireland 0.90%
Netherlands 0.90%
Germany 0.90%
Other 12.50%

BOND TYPE ALLOCATION


Corporate Notes/Bond 58.00%
Govt. Agency Notes/Bonds 23.60%
Provincial/Municipal Bonds 16.80%
Fixed Income Other 1.40%
ABS 0.10%

TOP HOLDINGS

BMO Core Bond Series I 30.40%
BMO Aggregate Bond Index ETF 7.90%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF 7.10%
BMO Canadian Equity Series I 6.90%
BMO Multi-Factor Equity Fund Series I 6.40%
BMO Canadian Large Cap Equity Series I 4.50%
BMO European Series I 4.20%
BMO Long Federal Bond Index ETF 3.60%
BMO Mortgage & Short Term Income Series I 3.00%
BMO US Equity Series I 2.60%
Top Holdings (% of Portfolio) 76.60%
Total Portfolio Holdings 32.00%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
- - 4.90% 2.50% 8.50% -3.50% -
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.30% 0.80% 5.10% 7.90% 3.00% - 3.40% 3.90% 0.00% 4.90%

ASSET ALLOCATION


Fixed income 58.30%
equity 36.30%
cash 1.40%
other 4.00%

GEOGRAPHICAL ALLOCATION


Canada 55.20%
United States 25.80%
United Kingdom 2.00%
Japan 1.80%
Ireland 0.90%
Netherlands 0.90%
Germany 0.90%
Other 12.50%

BOND TYPE ALLOCATION


Corporate Notes/Bond 58.00%
Govt. Agency Notes/Bonds 23.60%
Provincial/Municipal Bonds 16.80%
Fixed Income Other 1.40%
ABS 0.10%

TOP HOLDINGS

BMO Core Bond Series I 30.40%
BMO Aggregate Bond Index ETF 7.90%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF 7.10%
BMO Canadian Equity Series I 6.90%
BMO Multi-Factor Equity Fund Series I 6.40%
BMO Canadian Large Cap Equity Series I 4.50%
BMO European Series I 4.20%
BMO Long Federal Bond Index ETF 3.60%
BMO Mortgage & Short Term Income Series I 3.00%
BMO US Equity Series I 2.60%
Top Holdings (% of Portfolio) 76.60%
Total Portfolio Holdings 32.00%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.