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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.38 |
| Price (NAV) (Sep 09, 2010) |
$8.6000 |
| YTD Return (Aug 31, 2010) |
3.75 % |
| 12 Month Low/High |
$8.32
/
$8.68
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| Management Expense Ratio (MER) |
2.30% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Jan 08, 2008 |
| ISC |
GGF3082 |
| DSC |
GGF3083 |
| Low Load |
GGF3084 |
| 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 high level of income and some 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 eight BMO Guardian Funds. The portfolio invests primarily in income-producing asset classes, but also has exposure to regionally diversified equities in order to provide long-term growth potential. The target allocation is approximately 60% fixed-income securities, 30% equities and 10% income trusts.
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