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For Universal Life Investment Accounts

North American Equity Enhanced Market Indexed Account

International Equity

As Of: Oct 21, 2019

Fund Objective

This account credits a daily interest rate based on a portfolio of enhanced equity investments linked to the Low Volatility TSX (TXLV) and S&P500 (SP5LVI) market indices. The portfolio uses derivative strategies to mitigate investment risk during market downturns. To further reduce volatility, BMO Insurance applies a smoothing formula.

Geo Allocation

Region Percent
North America 100.00%

Category

International Equity

General Info

Inception Date Oct 21, 2019
Credited Interest Rate1 3.50%

Fund Management Company

BMO Insurance

Fund Growth

No Data Available

Calendar Performance

No Data Available

Performance

Effective Date Credited Interest Rate1
Apr 01, 2020 3.50%
Jan 01, 2020 4.00%
Oct 21, 2019 4.00%

Risk vs. Return

No Data Available

Category

International Equity

General Info

Inception Date Oct 21, 2019
Credited Interest Rate1 3.50%

Fund Management Company

BMO Insurance

1The credited interest rate may change every calendar quarter, based on the performance of the portfolio. It is guaranteed that will never be negative.