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Fund Profile
| Net Assets ($MM) (Jul 31, 2010) |
$2.57 |
| Price (NAV) (Sep 03, 2010) |
$9.9124 |
| YTD Return (Jul 31, 2010) |
- |
| 12 Month Low/High |
-
/
-
|
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Apr 26, 2010 |
| ISC |
GGF87292 |
| DSC |
GGF85292 |
| Low Load |
GGF86292 |
| F Class |
|
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 |
| Note |
Also available in F Class |
Related Links / Downloads
BMO ETFs
Financial Reports and Other Important Information
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Investment Objectives
This fund’s investment objective is to increase the value of your investment over the long term by investing primarily in exchange traded funds that invest in Canadian equity and fixed income securities. The fund may also invest in other mutual funds or invest directly in fixed income securities and cash or cash equivalents. The portfolio manager may change the fund’s asset mix according to its outlook for each asset class.
How This Fund Works
This core Fund provides a balance between income generation and capital appreciation over the long term by investing in primarily Canadian Exchange Traded Funds (ETFs).
Why Buy This Fund
- Asset Allocation – a balanced asset allocation strategy can provide low volatility returns over the long term.
- Investment Flexibility – asset mix can fluctuate to take advantage of market opportunities or protect against market volatility.
- Tax Efficiency – flexibility of tax-deferred switching among other classes of BMO Global Tax Advantage Funds Inc.
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