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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.32 |
| Price (NAV) (Sep 09, 2010) |
$10.4681 |
| YTD Return (Aug 31, 2010) |
3.64 % |
| 12 Month Low/High |
$10.26
/
$10.60
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| Management Expense Ratio (MER) |
2.17% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 03, 2008 |
| ISC |
GGF94480 |
| DSC |
GGF92480 |
| Low Load |
GGF93480 |
| 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 T8 Class, HNW Class, Corporate 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 preserve the value of your investment by investing primarily in mutual funds that invest in lower risk asset classes like cash or cash equivalents and fixed income securities with only limited exposure to mutual funds invested in equity securities. The fund may also invest directly in fixed income securities and cash or cash equivalents.
How This Fund Works
This Portfolio preserves value by investing primarily in mutual funds invested in lower risk asset classes, such as fixed income investments, along with limited exposure to mutual funds invested in equity securities.
Why Buy This Fund
- Investment is designed for capital preservation with some element of long-term capital appreciation to stay ahead of inflation
- 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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