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Fund Profile
| Net Assets ($MM) (Apr 30, 2012) |
$18.5 |
| Price (May 15, 2012) |
$9.9713 |
| YTD Return (Apr 30, 2012) |
6.05% |
| 12 Month Low/High |
$9.2650 / $11.6879 |
| Management Expense Ratio (MER) |
Sep 30, 2011 1.82% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
July 12, 2010 |
| Baycom# |
BMO493 |
| 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 are seeking aggressive growth through investments in growth oriented equity exchange traded funds and mutual funds that provide the potential for capital appreciation
- you are comfortable with medium investment risk (i.e. you are willing to accept 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. 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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