BMO Guardian Funds
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BMO Guardian Growth and Income Fund T5  
Fund Profile
Net Assets ($MM) (Jul 31, 2010) $0.29
Price (NAV) (Sep 03, 2010) $10.6100
YTD Return (Jul 31, 2010) -
12 Month Low/High - / -
Management Expense Ratio (MER) -
Eligibility RRSP/RESP/RIF
Date Started Jan 04, 2010
ISC GGF3091
DSC GGF3092
Low Load GGF3093
F Class
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50
Note Also available in T8 Class, F Class, Classic and Mutual Units


Related Links / Downloads
  Financial Reports and Other Important Information
  Investment Objectives
The Fund’s goal is to generate a high level of monthly distributions with moderate volatility by investment primarily in a portfolio of trust units, equity securities and fixed income securities.

How This Fund Works
This Fund invests in income-producing Canadian equities in order to generate a high level of after-tax monthly income as well as the potential for long-term growth. The manager controls risk by selectively investing in income-producing equities and by following investment restrictions that prevent undue concentration in any one industry or sector.

Why Buy This Fund
  • Regular, reliable income stream
  • Moderate volatility
  • Tax-efficient income
  • Growth participation
  • Proven management record (John Priestman, Kevin Hall, Michele Robitaille and Ted Macklin - over 80 years of investment management experience)
 

 

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