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Fund Profile
| Net Assets ($MM) (Jan 29, 2010) |
$1.2 |
| Price (Feb 08, 2010) |
$10.9075 |
| YTD Return (Jan 31, 2010) |
-2.37% |
| 12 Month Low/High |
$8.9032 / $11.4212 |
| Management Expense Ratio (MER) |
Dec 31, 2009 2.47% |
| Eligibility |
RESP / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO432 |
| Fundata# |
BOM*SGT |
| 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 and who want to invest in a fund with the potential for long-term growth.
- The Portfolio is best suited to investors who are comfortable with low to moderate investment risk.
- Series T6 securities are suitable for investors holding securities outside a registered plan and wishing to receive monthly distributions.
Investment Objectives and Strategies
To provide long-term growth by investing primarily in mutual funds invested in equity securities and, to a lesser extent, in fixed income securities. The Portfolio may also invest directly in fixed income securities and cash or cash equivalents.
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