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Interview Opportunity
Too many investment options making your head spin? Consider putting your
portfolio on autopilot
| WHAT: |
Maintaining
a productive and well balanced investment portfolio over the
long-term can be a challenge given today’s volatile market
conditions, and exploring the various investment options may just
make you plain
dizzy.
One of the latest
options to be introduced to Canadian investors is life cycle funds.
Different from regular mutual funds, which
you can hold until you decide
to sell the units, life cycle funds have pre-determined end dates and as
that date approaches – be it in 10, 15 or 25 years – the
fund automatically adjusts to become more conservative. This
re-balancing mechanism helps protect
the value of the fund as it gets closer to maturity. |
| WHY: |
Whether it’s saving for a child’s education, a new home or retirement,
saving for long-term goals doesn’t have to be time consuming or daunting.
Through BMO LifeStage Plus Funds, BMO’s unique line of life cycle
funds, investors get access to the only funds in Canada, offered by a bank,
to include a daily lock-in feature, ensuring investors receive the highest
daily value during the life of the fund. |
| WHO: |
BMO
Financial Group has national and regional experts available to
comment on the following:
- A review
of some of the newer investing products available today;
- What investing
products are most appropriate when planning for short-, medium-
and/or long-term goals;
- An overview
of what life cycle funds are and how they differ from other
investing products;
- How BMO LifeStage
Plus Funds differ from other life cycle funds on the market.
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For
news media inquiries, please contact: (416) 867-3996
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