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BMO Greater China Class How to buy
Fund Profile
Net Assets ($MM) (Aug 31, 2010) $113.3
Price (Sep 03, 2010) $15.0546
YTD Return (Jul 31, 2010) -8.42%
12 Month Low/High $13.4827 / $15.9850
Management Expense Ratio (MER) Sep 30, 2009 2.73%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started October 12, 2004
Baycom# BMO256
Fundata# BOM*CHI
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're looking for the high growth potential of Chinese equities for your portfolio
  • you want to diversify your international holdings with investments in Greater China
  • you're comfortable with high investment risk.


Investment Objectives and Strategies

This fund's objective is to achieve long-term capital growth by investing primarily in equity securities of companies in Greater China, which includes the People's Republic of China, Hong Kong and Taiwan, and in equity securities of companies that benefit from exposure to this region.

The portfolio manager employs a fundamental bottom-up approach to try to take advantage of pricing inefficiencies that may arise in these equity markets. This growth focused and research-oriented approach favours smaller, entrepreneurial companies.
 
 
How to buy