BMO Financial Group

BMO Financial Group
BMO Investments Inc.

BMO InvestorLine

BMO InvestorLine

April 08, 2014 08:00 ET

BMO Investments Inc. Enhances Its Mutual Fund Offerings

- Reduction of Series F management fees will provide access to lower cost mutual funds within fee-based accounts

- Thirty-three new discount Series D mutual funds now available exclusively to BMO InvestorLine self-directed clients

TORONTO, ONTARIO--(Marketwired - April 8, 2014) - BMO Investments Inc. (BMOII) has announced that it has made enhancements to its mutual fund lineup as part of its ongoing commitment to providing Canadian investors with easier fund access, increased investing opportunities and industry-leading pricing.

BMOII Reduces Series F Management Fees

BMOII has reduced the Series F management fees across its mutual fund lineup, providing investors with increased access to lower cost mutual funds within fee-based accounts. BMOII offers 67 Series F Mutual Funds.

"Fee-based investing is an important market segment in the advisor industry and one in which we're committed to building our capabilities," said Kevin Gopaul, Senior Vice President and Chief Investment Officer, BMO Asset Management Inc. "These latest reductions to our Series F fees make it easier for Canadian investors seeking innovative products to access a wider variety of funds at a lower cost. We're proud to be offering a competitive suite of fee-based solutions, and we'll continue to seek opportunities to lower costs and increase growth."

BMOII Launches Series D Mutual Funds through BMO InvestorLine

BMOII also announced that it is now offering new BMO Mutual Funds - Series D, a suite of 33 funds currently available exclusively through BMO InvestorLine. Series D provides BMO InvestorLine self-directed clients with access to a full suite of professionally-managed mutual funds at a low cost.

"BMO created Series D funds specifically for our InvestorLine self-directed clients in order to provide them with access to low-fee mutual fund options," said Julie Barker-Merz, President, BMO InvestorLine. "This offering is the latest example of our ongoing commitment to meeting our clients' evolving needs by providing them with different investing options in a more convenient and affordable way."

For more information about the new BMO Mutual Funds - Series D, please visit

For more information on BMO Mutual Funds please visit

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BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.

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

BMO InvestorLine Inc. is a member of BMO Financial Group.

® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holdings Inc. Member - Canadian Investor Protection Fund and IIROC.

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