Mutual Funds

• Group of Funds
• Third Party Funds
• Wealth Administrator

Investment Solutions

BMO Nesbitt Burns Group of Funds
The BMO Nesbitt Burns Group of Funds is a mutual fund family designed for investors seeking long-term capital growth with superior performance. Based on the recommendations of our top-ranked research team¹, the Group of Funds provides a selection of competitive mutual funds. You can invest in the Group of Funds with an initial investment of $1,000.

The BMO Nesbitt Burns Group of Funds include:

BMO Nesbitt Burns Canadian Stock Selection Fund

• Fully diversified across industry sectors.
• Maintains industry weightings closely reflecting those of the S&P/TSX Index.
• Holdings represent the top stock selections of the BMO Nesbitt Burns Canadian Equity research team.
• Quarterly Portfolio Disclosure
• Semi-Annual Financial Statements
• Annual Financial Statements
• Annual Management Report of Fund Performance
• Semi-Annual Management Report of Fund Performance

BMO Nesbitt Burns U.S. Stock Selection Fund

• A portfolio of approximately 45 to 55 companies selected with emphasis on capital appreciation potential.
• Consists of large U.S., well-capitalized firms, with the potential for long-term growth.
• Industry weightings based upon the weightings of the Standard and Poor's 500 Index.
• Quarterly Portfolio Disclosure
• Semi-Annual Financial Statements
• Annual Financial Statements
• Annual Management Report of Fund Performance
• Semi-Annual Management Report of Fund Performance

BMO Nesbitt Burns Bond Fund

• Invests in a diversified portfolio of relatively low-risk, liquid fixed-income securities.
• Includes Canadian government and corporate bonds and asset and mortgage-backed securities issued by Canadian entities.
• Provides broader diversification by also investing in Government bonds denominated in U.S. dollars which may, from time to time, include U.S. Treasury Bonds.
• Quarterly Portfolio Disclosure
• Semi-Annual Financial Statements
• Annual Financial Statements
• Annual Management Report of Fund Performance
• Semi-Annual Management Report of Fund Performance

BMO Nesbitt Burns Balanced Fund

• Invests in a portfolio of Canadian stocks diversified across all industry sectors as well as low-risk, liquid fixed-income securities.
• Equity holdings represent the top stock selections of the BMO Nesbitt Burns Canadian Equity research team.
• Provides a simple and easy method for investors to diversify by asset class.
• Quarterly Portfolio Disclosure
• Semi-Annual Financial Statements
• Annual Financial Statements
• Annual Management Report of Fund Performance
• Semi-Annual Management Report of Fund Performance

BMO Nesbitt Burns International Equity Fund

• The stock selection universe is generally focused on medium to large capitalization companies in Europe, Australasia and the Far East regions.
• Designed for investors seeking long-term capital growth through an internationally diversified portfolio.
• The portfolio’s value-driven, absolute return approach focuses on building portfolios that are cheaper than the market but of higher quality than the market.
• Quarterly Portfolio Disclosure
• Semi-Annual Financial Statements
• Annual Financial Statements
• Annual Management Report of Fund Performance
• Semi-Annual Management Report of Fund Performance

BMO Nesbitt Burns Portfolio Funds

• For investors looking for cost-effective access to some of the industry's leading mutual fund names, BMO Nesbitt Burns has created the BMO Nesbitt Burns Portfolio Funds.
• These 'fund-of-funds' mutual funds are offered in three distinct investor profiles: Balanced, Growth and All Equity, and are constructed using mutual funds ranked 'Top Pick' by our research team.
• Diversified by asset class, investment style and geographic sector, the BMO Nesbitt Burns Portfolio Funds offer a simplified approach to investing in mutual funds offered by companies such as AIM Trimark, AGF, Capital International, CI Investments, Talvest Mutual Funds, Franklin Templeton Investments and the Guardian Group of Funds.
• Quarterly Portfolio Disclosure
• BMO Nesbitt Burns Balanced Portfolio Fund
• BMO Nesbitt Burns Growth Portfolio Fund
• BMO Nesbitt Burns Maximum Growth Portfolio Fund
• Semi-Annual Financial Statements
• BMO Nesbitt Burns Balanced Portfolio Fund
• BMO Nesbitt Burns Growth Portfolio Fund
• BMO Nesbitt Burns Maximum Growth Portfolio Fund
• Annual Financial Statements
• BMO Nesbitt Burns Balanced Portfolio Fund
• BMO Nesbitt Burns Growth Portfolio Fund
• BMO Nesbitt Burns Maximum Growth Portfolio Fund
• Annual Management Report of Fund Performance
• BMO Nesbitt Burns Balanced Portfolio Fund
• BMO Nesbitt Burns Growth Portfolio Fund
• BMO Nesbitt Burns Maximum Growth Portfolio Fund
• Semi-Annual Management Report of Fund Performance
• BMO Nesbitt Burns Balanced Portfolio Fund
• BMO Nesbitt Burns Growth Portfolio Fund
• BMO Nesbitt Burns Maximum Growth Portfolio Fund

Speak to your BMO Nesbitt Burns Investment Advisor to see how these funds can be incorporated into your investment portfolio.

Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

¹ Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2006 Report.