(February 6 – 12:30 ET) – BMO Mutual Funds has enhanced its MatchMaker Strategic Investment Service to include a wider range of BMO Mutual Funds, a clearer distinction between investor profiles and a higher foreign content limit for registered investments.

The company calls the addition of two new “Aggressive Growth” portfolios a key component to the recalibrated investment service.

BMO says the two new portfolios are best suited to high growth-oriented investors with a long-term investment horizon. The asset mix of these new portfolios is 95% equity investments and 5% fixed-income. The asset mix of BMO MatchMaker Growth portfolios, on the other hand, includes between 67% and 80% equity investments.

“Investors explore their investment profile by answering 10 straightforward questions. One of our investment professionals will then recommend one of 14 portfolios of BMO Mutual Funds, according to the investor’s individual profile and financial goals,” said Linda Knight, Vice President, BMO Mutual Funds

By incorporating a wide range of financial profiles, BMO MatchMaker Strategic Investment Service seeks to address the varying needs of investors, whether they are security or income oriented, or are seeking growth or aggressive- growth in the value of their investments. All portfolios are automatically rebalanced every six months, to return investor’s portfolios to the optimal asset mix.
-IE Staff