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Fund Profile
| Net Assets ($MM) (Apr 30, 2012) |
$72.2 |
| Price (May 15, 2012) |
$10.2382 |
| YTD Return (Apr 30, 2012) |
4.94% |
| 12 Month Low/High |
$9.5377 / $11.2460 |
| Management Expense Ratio (MER) |
Sep 30, 2011 1.77% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
July 12, 2010 |
| Baycom# |
BMO492 |
| Fundata# |
- |
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 min / month |
Related Links / Downloads
Fund Facts
Prospectuses,
Financial Reports & Other Important
Information
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Who Should Buy This Fund?
Consider this fund if:
- you want the flexibility to switch to another class of BMO Global Tax Advantage Funds Inc. without realizing capital gains
- you want a fund with a growth-oriented investment style and the potential for long-term growth
- you are comfortable with low to medium investment risk (i.e. you are willing to accept some fluctuations in the market value of your investment).
Investment Objectives and Strategies
This fund's objective is to provide long-term growth by investing primarily in exchange traded funds that invest in equity securities and, to a lesser extent, fixed income securities. The fund may also invest in other mutual funds or invest directly in fixed income securities and cash or cash equivalents.
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