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Fund Profile
| Net Assets ($MM) (Apr 30, 2013) |
$7.74 |
| Price (NAV) (May 21, 2013) |
$10.9014 |
| YTD Return (Apr 30, 2013) |
2.62 % |
| 12 Month Low/High |
-
/
-
|
| Management Expense Ratio (MER) |
2.12% |
| Eligibility |
RRSP/RESP/RIF |
| 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
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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.
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