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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 |
Related Links / Downloads
Prospectuses,
Financial Reports & Other Important
Information
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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
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