|
Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$22.3 |
| Price (Nov 20, 2009) |
$12.2586 |
| YTD Return (Oct 31, 2009) |
1.86% |
| 12 Month Low/High |
$11.8961 / $12.2586 |
| Management Expense Ratio (MER) |
Sep 30, 2008 1.45% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 27, 2000 |
| Baycom# |
BMO291 |
| Fundata# |
BOM*SIC |
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 min / month |
Related Links / Downloads
Prospectuses,
Financial Reports & Other Important
Information
|
 |
Who Should Buy This Fund?
Consider this fund if:
- you're investing outside of a registered plan and
want the flexibility to rebalance your portfolio without realizing capital
gains
- you want to invest in a fixed income fund for the
short term as an alternative or in addition to the equity funds included in
the BMO Global Tax Advantage Funds
- you prefer low to medium investment risk.
Investment Objectives and Strategies
This fund's objectives are to preserve capital and maintain liquidity
while providing investors with a short-term, fixed-income alternative to the
other funds included in the BMO Global Tax Advantage Funds. The portfolio
manager examines various economic indicators to construct an interest rate
outlook, then builds the fund portfolio using a disciplined investment approach.
Maturity structure and sector positioning are based on interest rate
anticipation while security selection is determined by fundamental analysis and
relative valuations.
|
