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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.19 |
| Price (NAV) (Sep 09, 2010) |
$10.7208 |
| YTD Return (Aug 31, 2010) |
1.26 % |
| 12 Month Low/High |
$10.35
/
$11.20
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| Management Expense Ratio (MER) |
2.47% |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 03, 2008 |
| ISC |
GGF91482 |
| DSC |
GGF89482 |
| Low Load |
GGF90482 |
| 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, 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 provide long-term growth by investing primarily in mutual funds that invest in equity securities and, to a lesser extent, fixed income securities. The fund may also invest directly in fixed income securities and cash or cash equivalents.
How This Fund Works
This Portfolio provides long-term growth by investing primarily in mutual funds invested in equity securities and, to a lesser extent, in mutual funds invested in fixed income securities.
Why Buy This Fund
- Investment is designed for long-term capital appreciation with some element of capital preservation
- 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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