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Principal Protected Growth Note

Bank Of MontrealGrowth NoteCatapult3Y

Key Dates

  1. Funding DueToday
  2. Trade Date

Overview

Principal Protected Growth Note - Earn 17.50% in Year-1 or 1.5x in Year-3

Underliers

MSFT logo

Microsoft Corp

MSFT

About Microsoft Corp

Develops enterprise software, cloud computing, AI platforms, productivity applications, and operating systems for consumers and businesses.

Market Cap

$3,720bn

3-Yr CAGR

11%

3-Yr Max DD

-30%

AAPL logo

Apple Inc

AAPL

About Apple Inc

Designs and sells consumer electronics, software, and digital services centered around an integrated ecosystem of devices and applications.

Market Cap

$4,920bn

3-Yr CAGR

18%

3-Yr Max DD

-19%

GOOG logo

Alphabet Inc

GOOG

About Alphabet Inc

Operates the world's leading internet search, digital advertising, cloud computing, AI, and productivity software platforms.

Market Cap

$4,120bn

3-Yr CAGR

45%

3-Yr Max DD

-24%

CAGR: Compound Annual Growth Rate · DD: Maximum Drawdown

What Happens to Your Money

If I invest $25,000

Note is called in Year-1

17.50%

$29,375

Stock is up 20% at maturity

30%

$32,500

Stock is down 20% at maturity

0%

$25,000

Additional Information

  • If the note is called after Year 1, it ends early and investors receive a 17.50% return, provided the worst-performing underlier among MSFT, AAPL and GOOGL is flat or positive.

  • If not called, the note provides 1.5X uncapped upside participation based on the worst-performing underlier at maturity.

  • At maturity, principal is returned if the worst-performing underlier has a negative return.

Minimum$25,000