Products
Mutual Funds

Glossary   PDF  Fund Profile   Print  Print

BMO Enhanced Equity Income Fund - Advisor  
Fund Profile
Net Assets ($MM) (Sep 30, 2014) $29.77
Price (NAV) (Oct 21, 2014) $11.6057
YTD Return (Sep 30, 2014) 9.66 %
12 Month Low/High $10.83 / $12.30
Management Expense Ratio (MER) 2.10%
Eligibility RRSP / RESP / RIF / TFSA / RDSP / Non-Reg
Date Started Jun 01, 2012
ISC GGF99153
DSC GGF97153
Low Load GGF98153
F Class
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50


Related Links / Downloads
Fund Facts
Financial Reports and Other Important Information
  Investment Objectives
 This fund’s objective is to provide a regular cash flow with the potential for some capital appreciation by investing primarily in equity securities and/or exchange traded funds.

Why Buy This Fund
  • Reliable monthly cash flow drawn from quality companies demonstrating sustainable dividend policies.
  • Enhanced portfolio yield suitable for investors looking to enhance their income in different market conditions.
  • Experienced management team: With almost a billion dollars in covered call strategies, BMO Asset Management is one of the largest covered call asset managers in Canada and a market leader in the design and implementation of these strategies along with a long history and deep expertise managing dividend portfolios.


 
BMO | A part of BMO Financial Group