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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.56 |
| Price (NAV) (Sep 09, 2010) |
$10.3560 |
| YTD Return (Aug 31, 2010) |
2.61 % |
| 12 Month Low/High |
-
/
-
|
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 11, 2009 |
| ISC |
GGF99425 |
| DSC |
GGF97425 |
| Low Load |
GGF98425 |
| F Class |
|
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 |
| Note |
Also available in HNW Class |
Related Links / Downloads
Financial Reports and Other Important Information
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Investment Objectives
The objective of the BMO Guardian LifeStage 2017 Class Advisor Series is to provide the opportunity for capital appreciation by investing in a diversified mix of mutual funds.
How This Fund Works
The portfolio of the BMO Guardian LifeStage 2017 Class Advisor Series is adjusted to become more conservative over time, gradually shifting its asset mix from an emphasis on equity funds to an emphasis on fixed income and cash equivalent funds, as the target date approaches.
Why Buy This Fund
- Automatic strategic asset allocation
- The Fund’s asset mix will become more conservative by shifting to a higher percentage of fixed income investments as it approaches its target date of June 30, 2017
- Flexibility of tax-deferred switching among other classes of BMO Global Tax Advantage Funds Inc.
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