Active Global ETF Series Overview

BMO ETFs is proud to launch five new Active Global ETF Series tickers, professionally managed by BMO Global Asset Management’s Global Equity investment team. The team is comprised of 20 global sector experts that have built out active strategies across multiple sectors and investment themes such as innovation. Investors can now allocate capital to actively managed individual Sector ETFs or choose the all-encompassing Global Equity active ETF or Global Innovators active ETF that includes exposure to multiple sectors of the economy.

Global Active Innovation Investing

BGIN – BMO Global Innovators Fund Active ETF Series

Why buy: Concentrated portfolio of 50-60 stocks of global companies involved in the development of innovative products, processes or services
Global Equity Team uses a robust screening process to identify top companies involved with innovation across many sectors of the economy
Portfolio is managed by two award-winning Portfolio Managers that have over two decades of experience with innovation investing¹
ETF series wrapper allows investors and portfolio managers to simply purchase over the exchange to allocate the strategy across accounts
Risk rating: Medium

Global Active Sector ETF Series

	BGRT – BMO Global REIT Fund Active ETF Series Why buy: Concentrated portfolio of 30-60 global REITs, Portfolio uses a comprehensive selection process that considers company’s assets, location of properties, management team’s track record, balance sheet strength, growth prospects and valuation metrics before allocating Portfolio is managed by a global REIT specialist with over 15 years of experience and four years of consecutive awards² ETF series wrapper allows investors and portfolio managers to simply purchase over the exchange to allocate the strategy across accounts Risk rating: Medium
	BGHC – BMO Global Health Care Fund Active ETF Series Why buy: Concentrated portfolio of 35-45 healthcare companies from around the world that have significant growth potential Portfolio uses a robust investment process that screens a large global universe of ~ 1500 healthcare companies to identify specific themes in innovation in the healthcare sector ETF series wrapper allows investors and portfolio managers to simply purchase over the exchange to allocate the strategy across accounts Risk rating: Medium
	BGIF – BMO Global Infrastructure Fund Active ETF Series Why buy: Concentrated portfolio of 30-40 stocks, objective is to achieve a high level of total return from dividends and capital gains, by investing in companies that operate in, or are expected to benefit from infrastructure related businesses globally Fund diversifies infrastructure investments across different sectors, uses BMO GAM’s sector PMs to identify stocks with specific sector valuation metrics ETF series wrapper allows investors and portfolio managers to simply purchase over the exchange to allocate the strategy across accounts Risk rating: Low to Medium
	BGEQ – BMO Global Equity Fund Active ETF Series Why buy: Focused 60 stock portfolio diversified across sectors globally, utilizes an optimized weighting structure by growth opportunities Professionally managed by entire sector equity Portfolio Manager team, combines manager expertise across Healthcare, Technology, Financials, REITS, Infrastructure, Resources and Consumer goods Portfolio is actively managed to allocate to top ideas from each sector to create a core solution that can tilt towards value or growth companies depending on market conditions ETF series wrapper allows investors and portfolio managers to simply purchase over the exchange to allocate the strategy across accounts Risk rating: Medium

FOR ADVISOR USE ONLY

¹Source: TopGun Investment Minds Platinum Class winners 2021/2022 – Platinum Class Winners, Malcolm White, Jeremy Yeung. Platinum Class awarded to individuals who have been Designated TopGun in four consecutive years.

²Source: TopGun Investment Mind by Brendan Wood International in 2020, 2021, 2022 and 2023, achieving Platinum Class in 2023.

Disclosures:

Distributions may be comprised of net income, net realized capital gains and/or a return of capital.

Risk tolerance measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this Fund is a suitable investment for them.

Commissions, management fees and expenses (if applicable) all may be associated with investments in mutual funds. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the fund facts, ETF facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

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