WHY INVEST IN BMO DYNAMIC RETIREMENTEDGE PORTFOLIO CURRENT PAY 3Y S5

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 15 years
  • Inflation protection
  • Automatic rebalancing to gradually reducing market risk

LITERATURE

CALENDAR RETURNS (%)

Investment fund regulations restrict the presentation of performance figures until a fund reaches its one-year anniversary.

COMPOUND RETURNS (%)

Investment fund regulations restrict the presentation of performance figures until a fund reaches its one-year anniversary.

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-JHN434-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 2025-08-13 12:39:04 PM
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