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BMO Special Equity Fund How to buy
Fund Profile
Net Assets ($MM) (Oct 30, 2009) $284.9
Price (Nov 20, 2009) $26.2366
YTD Return (Oct 31, 2009) 36.79%
12 Month Low/High $15.9810 / $26.2366
Management Expense Ratio (MER) Sep 30, 2008 2.37%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started August 3, 1993
Baycom# BMO136
Fundata# BOM*SPE
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50 min / month


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Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if
  • you're looking for a fund that invests in smaller Canadian companies with high growth potential
  • you're comfortable with medium-to-high investment risk.


Investment Objectives and Strategies

This fund's objective is to provide above-average growth in the value of your investment over the long term by investing in small and mid-sized Canadian companies.

The portfolio manager uses a bottom-up fundamental investment process to identify attractively priced securities from small and mid-sized Canadian companies. This process includes analyzing company financial statements, management and valuations.
 
 
How to buy

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