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Fund Profile
| Net Assets ($MM) (Jul 31, 2010) |
$6.21 |
| Price (NAV) (Sep 03, 2010) |
$14.8138 |
| YTD Return (Jul 31, 2010) |
2.96 % |
| 12 Month Low/High |
$12.07
/
$15.22
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| Management Expense Ratio (MER) |
2.75% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 03, 2008 |
| ISC |
GGF87600 |
| DSC |
GGF85600 |
| Low Load |
GGF86600 |
| F Class |
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| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 |
| Note |
Also available in Mutual, T5 Class, F Class, HNW Class, I Class |
Related Links / Downloads
Financial Reports and Other Important Information
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Investment Objectives
This fund’s objective is to provide long-term growth through capital appreciation. It seeks a similar return to BMO Guardian Enterprise Fund by investing primarily in units of that fund. The fund may invest directly in securities in which BMO Guardian Enterprise Fund may invest, as well as in fixed income securities and cash or cash equivalents.
How This Fund Works
This Fund invests in small capitalization Canadian companies using a Growth At the Right Price approach. The manager uses a disciplined investment process to create a concentrated portfolio of wealth-creating small cap companies that have the potential to be the large cap stocks of tomorrow.
Why Buy This Fund
- Asset Class – small cap stocks have historically outperformed large cap stocks over the long term
- Awards – Martin Ferguson and his team have won Analysts’ Choice Awards for Best Canadian Small Cap Fund in 2002, 2003 and 2004
- Manager Process – Systematic approach ensures discipline, enhances efficiency, minimizes errors, and reduces risk
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