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BMO Global Equity Class How to buy
Fund Profile
Net Assets ($MM) (Aug 31, 2010) $323.6
Price (Sep 07, 2010) $4.7845
YTD Return (Jul 31, 2010) -6.31%
12 Month Low/High $4.3891 / $5.0940
Management Expense Ratio (MER) Sep 30, 2009 2.43%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started November 28, 2003
Baycom# BMO231
Fundata# BOM*GEC
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
Who Should Buy This Fund?

Consider this fund if
  • you want the flexibility to rebalance your portfolio without realizing capital gains
  • you want to diversify your equity portfolio globally
  • you're comfortable with medium investment risk.


Investment Objectives and Strategies

This fund's objective is to provide long-term growth of capital by investing in equity securities of publicly traded companies with significant growth potential, located around the world.

The portfolio manager develops investment themes by researching and assessing the external environment, product strategy and development, and management strategy for each company it's considering. The portfolio manager focuses on companies with increasing sales and profitability and analyzes earnings forecasts, sales and revenue growth, and cash flow to identify attractively priced companies. The portfolio manager diversifies the fund's assets among countries and sectors to help reduce risk.
 
 
How to buy