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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$3.6 |
| Price (Nov 20, 2009) |
$12.4159 |
| YTD Return (Oct 31, 2009) |
15.38% |
| 12 Month Low/High |
$8.5332 / $12.6453 |
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO246 |
| Fundata# |
BOM*SCC |
| 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 want the flexibility to switch to another class of BMO Global Tax Advantage Funds Inc. without realizing capital gains
- You’re looking for a global equity fund that provides exposure to companies with strong business fundamentals and that are committed to predetermined climate change and sustainability standards
- You are comfortable with moderate investment risk (i.e., you are willing to accept fluctuations in the market value of your investment).
Investment Objectives and Strategies
To increase the value of your investment over the long-term by investing primarily in equity securities of companies around the world that offer technologies, products or services that are expected to reduce or delay climate change, or somehow help to alleviate the consequences of global warming. Strategies include investing in companies that attach importance to sustainability by striving to maximize profits while at the same time considering ecological and social objectives.
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