WHY INVEST IN BMO DYNAMIC RETIREMENTEDGE PORTFOLIO DEFERRED 10 S1

RetirementEdge is a core portfolio holding with the following benefits:

  • Monthly tax-efficient cash flow for up to 15 years
  • Principal protection
  • Taxes deferred for up to 25 years
  • Inflation protection
  • Automatic rebalancing to gradually reducing market risk

LITERATURE

CALENDAR RETURNS (%) As at 06/30/2025

YTD202420232022202120202019201820172016
2.56.87.0-12.96.19.512.6-1.95.62.4

COMPOUND RETURNS (%) As at 06/30/2025

1 month3 months6 months1 year3 years5 years10 yearsInception
0.92.82.56.06.03.63.73.0

ASSET
ALLOCATION

Data not available at this time.

GEOGRAPHIC
ALLOCATION

Data not available at this time.

SECTOR
ALLOCATION

Data not available at this time.

Notes
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    Disclaimer
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        • . The information contained herein is for information purposes only and does not constitute an offer to sell or a solicitation to buy the Notes referred to herein and will be qualified in its entirely by reference to the Information Statement relating to the Notes referred to herein. The Dynamic Funds and Alternative Products mentioned in this website are available only to Canadian residents.
        <ul class="ann-list"><li id="ann-JHN412-A-CAD-Disclaimers-Info"><sup>.</sup>&nbsp;The information contained herein is for information purposes only and does not constitute an offer to sell or a solicitation to buy the Notes referred to herein and will be qualified in its entirely by reference to the Information Statement relating to the Notes referred to herein. The Dynamic Funds and Alternative Products mentioned in this website are available only to Canadian residents.</li></ul>
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          • . Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.
          <ul class="ann-list"><li id="ann-performance"><sup>.</sup>&nbsp;Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.</li></ul>
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              Dynamic Fund Profile rendered at 2025-08-02 13:25:30 PM
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