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Income Note w/ Memory

Bank Of MontrealIncome NoteMemory Note2Y

Key Dates

  1. Wire DueIn 11 days
  2. Trade Date

Overview

Income Note w/ Memory - Earn 27% p.a. in the form of 2.25% monthly payments

Underliers

AMD logo

Advanced Micro Devices Inc

AMD

Designs high-performance CPUs, GPUs, and adaptive computing chips for PCs, data centers, gaming, and embedded systems.

Market Cap

$823bn

3-Yr CAGR

58%

3-Yr Max DD

-49%

INTC logo

Intel Corp

INTC

Designs and manufactures CPUs, AI accelerators, and semiconductor technologies for PCs, data centers, networking, and edge computing.

Market Cap

$510bn

3-Yr CAGR

35%

3-Yr Max DD

-60%

DELL logo

Dell Technologies Inc

DELL

Provides personal computers, servers, storage, networking equipment, and IT infrastructure solutions for consumers and enterprises.

Market Cap

$345bn

3-Yr CAGR

104%

3-Yr Max DD

-34%

CAGR: Compound Annual Growth Rate · DD: Maximum Drawdown

Additional Information

  • 27.0% p.a. income or 2.25 paid monthly, with a memory feature that allows missed coupons to accrue and be paid later if conditions are met.

  • Auto-callable on monthly observations after 6 months, where the note may redeem early with full principal and due coupons.

  • At maturity, principal is returned if the worst-performing underlier is not down more than 50%.

  • Coupons are subject to 50% barrier.

Offering Documents

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