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Portfolio Profile
| Date Started |
May 04, 1998 |
| YTD Return (Jul 31, 2010) |
1.85 % |
| Eligibility |
RESP |
| Portfolio Number |
BMO880IN |
| 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 Security Portfolio is suited for the security-conscious investor. Emphasis is placed primarily on BMO Mutual Funds invested in more secure asset classes like cash and fixed income investments, with only a limited exposure to Funds invested in stocks or equities.
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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