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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$84.7 |
| Price (Sep 09, 2010) |
$4.9699 |
| YTD Return (Aug 31, 2010) |
-3.84% |
| 12 Month Low/High |
$4.7976 / $5.5625 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.2% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
October 12, 2004 |
| Baycom# |
BMO728 |
| Fundata# |
BOM*GLO |
| 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 regular monthly cash flow from your global
investments with the potential for capital gains
- you're comfortable with low to medium investment risk
- you plan to hold this investment for the medium to long term.
Investment Objectives and Strategies
This fund's objective is to provide a fixed monthly distribution by
investing primarily in foreign equities and foreign fixed income securities.
The portfolio manager's asset allocation team
strategically allocates and rebalances the portfolio based on the relative
attractiveness of up to seven major global asset classes. Individual securities
are selected by analyzing the fundamentals that drive future cash flow.
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