ESG Funds on BMO GIF According to the Investment Funds Institute of Canada, very few investors are asked by their advisors if they are interested in including responsible or impact investments in their portfolios. However, investors who already own responsible investments are likely to increase the amount they invest in these types of funds over the next few years1.
It’s time to seize the opportunity with the following BMO GIF funds:
BMO Sustainable Opportunities Global Equity GIF - A global equity solution that does not invest in fossil fuels
- Mitigates market risk while creating positive impact beyond financial returns
- Aligns investments with socially responsible principles
BMO Balanced ESG ETF GIF- A growth and income solution that aligns socially responsible values with investments using a best-in-class approach
- Provides exposure to a diversified portfolio of fixed income and equity BMO ETFs
- Index based asset allocation
Why BMO Guaranteed Investment Funds?- Automatic monthly maturity guarantee resets2
- Market-leading ETFs managed by BMO Global Asset Management
- Competitive high-net-worth pricing starting at $250,0003
- Popular no-load sales charge options
- 100% death benefit guarantee up to age 854
1Canadian Mutual Fund & Exchange Traded Fund Investor Survey, IFIC, 2020
2 Available on GIF 100/100: Automatic monthly resets of the Maturity Guarantee Amount occur up to and including 10 years from the Maturity Date.
3 Clients qualify for Prestige Class pricing if they hold $250,000 or more in BMO GIF contracts issued in their name. Prestige Class pricing is not available on the Money Market Fund.
4 GIF 75/100 Plus: on death 100% guarantee on deposits made before the Annuitant’s age 85 and 75% on deposits made on or after age 85 (less a proportionate amount for withdrawals).
Any amount that is allocated to a segregated fund is invested at the risk of the policy owner and may increase or decrease in value. BMO Life Assurance Company is the sole issuer and guarantor of the BMO GIF individual variable insurance contract. This document provides general information. Please consult the Policy Provisions and Information Folder for details of BMO GIF.
BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.
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