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BMO Intuition RESP Savings Portfolio How to buy
Portfolio Profile
Date Started May 04, 1998
YTD Return (Jul 31, 2010) 1.78 %
Eligibility RESP
Portfolio Number BMO099IN
Minimum Initial Investment $1000
Additional Investments $100
Continuous Savings Plan $100


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Prospectuses, Financial Reports & Other Important Information
 
Portfolio Objectives

BMO Intuition RESP Savings Portfolio is suited for the security-conscious investor. Emphasis is on capital preservation and flexibility with limited exposure to funds invested in stocks or equities.

As with all BMO Intuition Strategic Portfolios, your contributions will be automatically distributed according to the make-up of your Savings Portfolio. For the GIC portion of this portfolio, the minimum purchase is $250. Contributions will accumulate in a BMO Bank of Montreal Daily Interest Savings Account and a GIC will automatically be purchased once the $250 minimum amount has been accumulated. Because this portfolio contains a GIC component and has been designed to provide investors with less variability, this portfolio will not be automatically rebalanced.



About BMO Intuition® Education Savings Plan

Making it easy to save for a child’s education . . .

BMO Intuition RESP Portfolios allow a client to save money for a loved one’s education, whether it be their child, grandchild, niece or nephew, through a diversified RESP mutual fund portfolio.

BMO Intuition Portfolio client benefits include:

  • Based upon strategic asset allocation
  • Matched to your client’s risk profile
  • Helps optimize return for different risk tolerances
  • Provides automatic rebalancing
  • Access to professional money management

 
 
How to buy