WebBMO Equity Growth ETF Portfolio BMO99705 BMO95705 1.78 0.66 BMO ETF PORTFOLIOS CLASS BMO Income ETF Portfolio Class BMO87490 BMO88490 1.67 0.55 ... fund, and income and dividends earned by an investment fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be WebThe Fund facts document highlights key information for investors and is provided for each series of each fund we offer. Information includes the top 10 investment holdings and mix, average and annual performance data, risk rating, investor suitability factors, and the costs of buying, holding, selling or switching fund units.
FUND FACTS BMO Asset Allocation Fund Advisor Series May …
WebAug 17, 2024 · The fund’s investments. A mutual fund is a collection of investments, such as stocks, bonds and other funds. Your Fund Facts document provides you with a quick overview of the fund’s top investments, as well as the mix of the overall investment portfolio. Looking over a Fund Facts document, you’ll be able to quickly find out what the fund ... WebApr 10, 2024 · The investment objective of the Fund is to maximize current income consistent with preservation of capital and prudent investment management. Long-term capital appreciation is a secondary objective. It invests primarily in a diversified portfolio of non-Canadian dollar Fixed Income Instruments of varying maturities. General. mary ann hilton
FUND FACTS BMO Equity Growth ETF Portfolio Series …
WebBefore you invest in any fund, you should consider how it would work with your other investments and your tolerance for risk. Quick facts Fund code(s): BMO14705 Date … http://fundfacts.bmo.com/AdvisorEnglish/BMO_Equity_Growth_ETF_Portfolio-EN-Advisor_Series.pdf WebTo be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as … huntington small business online banking