iMarche
BMO-Growth ETF Portfolio
Investment Outlook:
You want a growth oriented investment mostly in equity and to a lesser extent fixed income exchange traded funds with the potential for some capital appreciation
You are comfortable with low to medium investment risk (i.e., you are willing to accept some fluctuations in the market value of your investment)
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| - | - | 4.90% | 7.00% | 9.30% | -4.00% | - |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.20% | -0.90% | 6.20% | 10.60% | 3.00% | - | 6.40% | 6.10% | 0.00% | 7.30% |
ASSET ALLOCATION
| equity | 75.60% |
| Fixed income | 20.10% |
| cash | 1.70% |
| other | 2.60% |
GEOGRAPHICAL ALLOCATION
| Canada | 40.80% |
| United States | 30.20% |
| Japan | 4.90% |
| United Kingdom | 2.70% |
| China | 1.90% |
| France | 1.80% |
| Switzerland | 1.70% |
| Other | 16.00% |
BOND TYPE ALLOCATION
| Corporate Notes/Bonds | 53.00% |
| Govt. Agency Notes/Bonds | 27.20% |
| Provincial/Municipal Bonds | 19.50% |
| ABS | 0.20% |
| Convertible Bond | 0.10% |
| Fixed Income Other | 0.10% |
TOP HOLDINGS
| BMO S&P/TSX Capped Composite Index ETF | 23.10% |
| BMO S&P 500 Index ETF | 21.00% |
| BMO MSCI EAFE Index ETF | 15.70% |
| BMO Aggregate Bond Index ETF | 10.50% |
| BMO MSCI Emerging Markets Index ETF | 5.10% |
| BMO US Dividend ETF | 4.20% |
| BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF | 2.90% |
| BMO MSCI USA Income Leaders UCITS ETF USD | 2.10% |
| BMO Short Federal Bond Index ETF | 1.40% |
| BMO Long Federal Bond Index ETF | 1.30% |
| Top Holdings (% of Portfolio) | 87.30% |
| Total Portfolio Holdings | 24.00% |
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 |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| - | - | 4.90% | 7.00% | 9.30% | -4.00% | - |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.20% | -0.90% | 6.20% | 10.60% | 3.00% | - | 6.40% | 6.10% | 0.00% | 7.30% |
ASSET ALLOCATION
| equity | 75.60% |
| Fixed income | 20.10% |
| cash | 1.70% |
| other | 2.60% |
GEOGRAPHICAL ALLOCATION
| Canada | 40.80% |
| United States | 30.20% |
| Japan | 4.90% |
| United Kingdom | 2.70% |
| China | 1.90% |
| France | 1.80% |
| Switzerland | 1.70% |
| Other | 16.00% |
BOND TYPE ALLOCATION
| Corporate Notes/Bonds | 53.00% |
| Govt. Agency Notes/Bonds | 27.20% |
| Provincial/Municipal Bonds | 19.50% |
| ABS | 0.20% |
| Convertible Bond | 0.10% |
| Fixed Income Other | 0.10% |
TOP HOLDINGS
| BMO S&P/TSX Capped Composite Index ETF | 23.10% |
| BMO S&P 500 Index ETF | 21.00% |
| BMO MSCI EAFE Index ETF | 15.70% |
| BMO Aggregate Bond Index ETF | 10.50% |
| BMO MSCI Emerging Markets Index ETF | 5.10% |
| BMO US Dividend ETF | 4.20% |
| BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF | 2.90% |
| BMO MSCI USA Income Leaders UCITS ETF USD | 2.10% |
| BMO Short Federal Bond Index ETF | 1.40% |
| BMO Long Federal Bond Index ETF | 1.30% |
| Top Holdings (% of Portfolio) | 87.30% |
| Total Portfolio Holdings | 24.00% |
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 |