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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.79 |
| Price (NAV) (Sep 09, 2010) |
$8.4400 |
| YTD Return (Aug 31, 2010) |
3.04 % |
| 12 Month Low/High |
$8.18
/
$8.55
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| Management Expense Ratio (MER) |
2.50% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Jan 08, 2008 |
| ISC |
GGF3079 |
| DSC |
GGF3080 |
| Low Load |
GGF3081 |
| F Class |
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| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 |
| Note |
Also available in T5 Class, T8 Class, F5 Class |
Related Links / Downloads
Financial Reports and Other Important Information
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Investment Objectives
The Fund’s goal is to generate a balance of income and capital appreciation by investing primarily in securities of Canadian and foreign funds within the BMO Guardian family of mutual funds.
How This Fund Works
The Fund invests in a diversified portfolio of nine BMO Guardian Funds. The portfolio invests equally in income-producing securities and regionally diversified equities to produce a balanced investment approach. The target allocation is approximately 50% equities, 40% fixed-income securities, and 10% income trusts.
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