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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$0.9 |
| Price (Sep 07, 2010) |
$9.9379 |
| YTD Return |
- |
| 12 Month Low/High |
- |
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
May 3, 2010 |
| Baycom# |
BMO293 |
| Fundata# |
BME*GLT |
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 min / month |
Related Links / Downloads
Prospectuses,
Financial Reports & Other Important
Information
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Who Should Buy This Fund?
Consider this fund if:
- you want the flexibility to switch to another class of BMO Global Tax Advantage Funds Inc. without realizing capital gains
- you want a mix of global equity and fixed income investments in a single fund
- you are comfortable with moderate investment risk (i.e. you are willing to accept some fluctuations in the value of your investment)
Investment Objectives and Strategies
This fund’s investment objective is to provide a balance between income and growth over the long-term.
The Fund invests primarily in exchange traded funds that invest in global equity and fixed income securities. The fund may also invest in other mutual funds or invest directly in global 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.
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