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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$3.20 |
| Price (NAV) (Sep 09, 2010) |
$12.1355 |
| YTD Return (Aug 31, 2010) |
2.31 % |
| 12 Month Low/High |
$11.45
/
$12.20
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| Management Expense Ratio (MER) |
2.36% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 03, 2008 |
| ISC |
GGF87481 |
| DSC |
GGF85481 |
| Low Load |
GGF86481 |
| F Class |
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| Minimum Initial Investment |
$1,000 |
| Minimum Additional Investments |
$100 |
| Continuous Savings Plan (CSP) Amount |
$100 |
| Note |
Also available in T5 Class, T8 Class, HNW Class |
Related Links / Downloads
BMO Gaurdian SelectClass Portfolios Advisor Series
Financial Reports and Other Important Information
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Investment Objectives
This fund’s objective is to provide a balanced portfolio by investing primarily in a mix of mutual funds that invest in fixed income and equity securities. The fund may also invest directly in fixed income securities and cash or cash equivalents.
How This Fund Works
This Portfolio provides a balanced portfolio by investing primarily in a mix of mutual funds invested in fixed income and equity securities.
Why Buy This Fund
- Investment is designed for capital preservation balanced with long-term capital appreciation
- Strategic asset allocation with continuous monitoring and automatic portfolio rebalancing
- Diversified to reduce risk
- Flexibility of tax-deferred switching among SelectClass Portfolios and other classes of BMO Global Tax Advantage Funds Inc.
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