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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$85.2 |
| Price (Nov 20, 2009) |
$11.0953 |
| YTD Return (Oct 31, 2009) |
7.36% |
| 12 Month Low/High |
$8.3422 / $11.1498 |
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO266 |
| Fundata# |
BOM*IVC |
| 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 want to diversify your portfolio internationally, outside Canada and the U.S. and invest in a fund that uses a value investment style
- 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 established companies which trade on recognized exchanges around the world and that are trading at a discount to their long-term value.
The Portfolio Manager employs a value-driven, absolute return approach. At the stock level, the Portfolio Manager identifies companies that are believed to be fairly valued or undervalued in relation to their potential long-term earnings growth. At the country level, the Portfolio Manager seeks to heavily overweight holdings in countries that are expected to provide good value relative to their long-term prospects and underweight or avoid holdings in countries that are not.
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