BMO Sustainable Growth Portfolio Advisor Series
NAVPS
NAVPS:$12.03
Change
-$0.02 (-0.17%)
BMO Sustainable Growth Portfolio Advisor Series
Compare to:
Inception Return
(09-14-2020)
4.90%
YTD Return
4.47%
NAVPS
(03-28-2024)
$12.03
-$0.02
(-0.17%)
MER
1.89%
Assets ($mil)
$59
1 Yr Return
13.19%
Registered Plan Eligible
Yes
Load
Choice of Front or Back
CIFSC Category
Global Equity Balanced
Share Class
Commission Based Advice
Fund Codes
BMO99107(FE)
FUNDGRADE
Classification
Mutual
Legal Status
Trust
Sales Status
Open
Currency
CAD
Start Date
September 14, 2020
Distribution Frequency
Annual
This fund’s objective is to provide long term growth by investing primarily, directly or indirectly, in global equities and fixed income securities selected using a responsible investment approach.
These are the strategies the portfolio manager uses to try to achieve the fund’s objective: applies a strategic asset allocation strategy and may dynamically shift the fund’s exposure across asset classes and markets; may invest up to 100% of the fund’s assets in securities of underlying funds, with such underlying funds expected to be predominantly or exclusively underlying funds that are managed by us or one of our affiliates or associates.
Inception Return
(09-14-2020)
4.90%
YTD Return
4.47%
FundGrade
NAVPS (03-28-2024)
$12.03
$0.02
/
-0.17%
Best Month
7.35%
Worst Month
-5.97%