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BMO Intuition RESP Strategic Balanced Portfolio How to buy
Portfolio Profile
Date Started May 04, 1998
YTD Return (Jul 31, 2010) 0.39 %
Eligibility RESP
Portfolio Number BMO881IN
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 Balanced Portfolio is suited for the investor seeking a balanced mutual fund portfolio. Emphasis is placed on providing you with a balance of income and growth through a mix of BMO Mutual Funds invested in fixed income and equity investments.

Your Strategic Portfolio is periodically monitored and every quarter, if necessary, assets are shifted within your Portfolio to ensure that the original Portfolio allocations are maintained.



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