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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$1,536.1 |
| Price (Sep 09, 2010) |
$13.6611 |
| YTD Return (Aug 31, 2010) |
6.30% |
| 12 Month Low/High |
$13.1462 / $13.7795 |
| Management Expense Ratio (MER) |
Sep 30, 2009 1.52% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
May 2, 1988 |
| Baycom# |
BMO143 |
| Fundata# |
BOM*BON |
| 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're looking for a core Canadian fixed-income fund
for your portfolio
- you want the potential for higher income from longer
term bonds, which form part of the fund's portfolio
- you prefer low-to-medium investment risk.
Investment Objectives and Strategies
This fund's objectives are to provide a high level of interest income and
some opportunity for growth in the value of your investment by investing
primarily in high-quality Canadian government and corporate fixed-income
securities maturing in more than one year.
The
portfolio manager examines various economic indicators to construct an interest
rate outlook then builds the fund portfolio using a disciplined investment
approach. Overall maturity structure and sector positioning of the fund's
portfolio are based on anticipated changes in the direction of interest rates,
while the selection of individual securities is determined by fundamental
analysis and relative valuations.
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