BMO Asset Allocation Fund Sales Presentation 2008

BMO Asset Allocation Fund Sales Presentation 2008 - value...

Info iconThis preview shows pages 1–9. Sign up to view the full content.

View Full Document Right Arrow Icon
BMO Mutual Funds™ Asset Allocation Fund
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
About BMO l BMO Financial Group l BMO Mutual Funds™ Background Awards
Background image of page 2
BMO Asset Allocation Fund l Fund type: Canadian Balanced l Inception: May 1988 l Size: $842 Million l RSP eligibility: 100% l NAVPU: $19.27
Background image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
BMO Asset Allocation Fund Stock 57.48% Bond 38.61% Cash & Short Term Securities 3.91%
Background image of page 4
BMO Asset Allocation Fund FEATURES BENEFITS Primarily Canadian equities and fixed income securities. Good balance between income and growth, while minimizing global risk. Reliable securities, such as financial sector equities and government and large corporate debt. Keeps investment safe from exposure to high levels of default risk.
Background image of page 5

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
BMO Asset Allocation Fund FEATURES BENEFITS Adjusts mix of assets according to outlook for each asset class. Ensures that investment
Background image of page 6
Background image of page 7

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Background image of page 8
Background image of page 9
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: value remains maximized in the long run. Utilizes derivatives such as options, futures and forward contracts. Investment is protected from potential interest rate and currency fluctuation losses; exposes fund to securities without investing in them. BMO Asset Allocation Fund Sales Fees No Load Management fee 1.75% of NAV average Management expense ratio 2.04% - average Minimum initial investment $500 for both regular & RSP Minimum subsequent investment $50 for both regular & RSP Fee Structure BMO Asset Allocation Fund Continuous Savings Plan l Clients can invest for as little as $50 a month. l Clients can control the frequency of their payments. l Clients can even stop payments temporarily....
View Full Document

Page1 / 9

BMO Asset Allocation Fund Sales Presentation 2008 - value...

This preview shows document pages 1 - 9. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online