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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$99.3 |
| Price (Sep 02, 2010) |
$9.8396 |
| YTD Return (Jul 31, 2010) |
1.28% |
| 12 Month Low/High |
$9.4697 / $9.8396 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.26% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
June 18, 2007 |
| Baycom# |
BMO475 |
| Fundata# |
BOM*FSA |
| Minimum Initial Investment |
$1,000 |
| Minimum Additional Investments |
$100 |
| Continuous Savings Plan (CSP) Amount |
$100 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 want a secure investment with the potential for
some capital appreciation
- you’re comfortable with low investment risk.
Investment Objectives and Strategies
The fund's objective is to preserve the value of your investment and to provide interest income by investing primarily in mutual funds invested in more secure asset classes like cash or cash equivalents and fixed income investments with only a limited exposure to mutual funds invested in equity securities.
The manager employs a strategic asset allocation strategy designed to maintain focus on long-term performance. As part of this strategy, the manager will invest in a wide range of BMO Mutual Funds, as well as mutual funds from industry-leading mutual fund companies.
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