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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$17.5 |
| Price (Nov 20, 2009) |
$6.5636 |
| YTD Return (Oct 31, 2009) |
13.66% |
| 12 Month Low/High |
$4.9391 / $6.6647 |
| Management Expense Ratio (MER) |
Sep 30, 2008 2.16% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
June 1, 2006 |
| Baycom# |
BMO150 |
| Fundata# |
BOM*INC |
| 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
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Who Should Buy This Fund?
Consider this fund if
- You seek a globally diversified equity fund that invests primarily in companies that operate in, or are expected to benefit from, infrastructure related businesses.
Investment Objectives and Strategies
This fund’s objective is to achieve a high level of total
return, including dividend income and capital gains, by investing primarily in
companies that operate in, or are expected to benefit from, infrastructure
related businesses from around the world. The fund may also invest in fixed
income securities of such companies.
This fund invests in global infrastructure companies
using a bottom-up, style-neutral, fundamentals-based investment approach. The
manager analyzes listed infrastructure companies from around the world to
determine the quality of their assets, earnings and cash flows. Regular meetings
with management teams and asset visits are also important components of the
manager’s research process.
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