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Fund Profile
| Net Assets ($MM) (Jan 29, 2010) |
$131.7 |
| Price (Feb 08, 2010) |
$11.6260 |
| YTD Return (Jan 31, 2010) |
-1.38% |
| 12 Month Low/High |
$9.5490 / $11.9231 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.35% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO481 |
| Fundata# |
BOM*SBP |
| 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?
- This Portfolio is designed for individuals who want the flexibility to switch to another class of BMO Global Tax Advantage Funds Inc, without realizing capital gains.
- The Portfolio is best suited to Investors who are comfortable with low to moderate investment risk (willing to accept some fluctuations in the market value of their investment).
Investment Objectives and Strategies
To provide a balanced portfolio by investing in a mix of mutual funds that invest primarily in fixed income and equity securities and that provide the potential for some capital appreciation. The Portfolio may also invest directly in fixed income securities and cash or cash equivalents.
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