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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$2.6 |
| Price (Nov 20, 2009) |
$10.6888 |
| YTD Return (Oct 31, 2009) |
1.73% |
| 12 Month Low/High |
$8.1269 / $10.7754 |
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO226 |
| Fundata# |
BOM*SOP |
| 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 displaying sustainable development business practices
- 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 invest primarily in equity securities with a globally diversified portfolio of companies that are leaders in the field of sustainability within any one of the following areas offering sustainability development – new energy sources, water, materials, healthy living and climate change.
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