BMO Guardian Funds
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BMO Guardian Global Energy Class Advisor Series  
Fund Profile
Net Assets ($MM) (Jul 31, 2010) $0.36
Price (NAV) (Sep 03, 2010) $12.0355
YTD Return (Jul 31, 2010) -1.84 %
12 Month Low/High $10.26 / $13.26
Management Expense Ratio (MER) 2.47%
Eligibility RRSP/RESP/RIF
Date Started Nov 03, 2008
ISC GGF87236
DSC GGF85236
Low Load GGF86236
F Class
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50
Note Also available in HNW Class, I Class


Related Links / Downloads
Financial Reports and Other Important Information
  Investment Objectives
This fund’s objective is to increase the value of your investment over the long term by primarily investing in equity and fixed income securities of companies involved in energy, alternative energy or related industries around the world. The fundamental investment objectives may only be changed with the approval of a majority of the votes cast at a meeting of shareholders called for that purpose.


How This Fund Works
This Fund invests in companies all over the world involved in energy, alternative energy products including solar wind and geothermal and related industries. The manager’s investment process is driven principally by internal research including management interviews, financial models and forecasts, and valuation techniques.


 

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