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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$9.8 |
| Price (Sep 03, 2010) |
$12.0337 |
| YTD Return (Jul 31, 2010) |
-1.83% |
| 12 Month Low/High |
$10.2644 / $13.2619 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.47% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
November 17, 2008 |
| Baycom# |
BMO236 |
| Fundata# |
BOM*GLE |
| 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’re looking for an equity fund that provides exposure to energy and energy-related companies from around the world
- You are comfortable with moderate to high investment risk (i.e., you are willing to accept fluctuations in the market value of your investment).
Investment Objectives and Strategies
To increase the value of your investment over the long-term by investing primarily in equity and fixed income securities of companies involved in energy, alternative energy or related industries around the world, including companies involved in the exploration, development, production and distribution of commodities such as fossil fuels, coal, uranium, wind power and water.
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