|
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 |
Related Links / Downloads
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
|