Growth of $10,000

03/31/200703/08/2012
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
This fund’s objective is to generate a high level of monthly distributions with moderate volatility by investing primarily in a portfolio of trust units, equity securities and fixed-income securities.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 800-668-7327
416-947-4099
Website www.bmo.com/mutualfunds

Minimum Investments

  CAD
Initial 500
Additional 50
Closed to All Investors No
Closed to New Investors No

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 04/01/2010
Name of Issuer BMO Investments Inc.
Fund Advisor(s) Guardian Capital LP
Subadvisor(s)

Management

  Start Date
Kevin Hall 10/10/2002
John Priestman 10/10/2002
Michele Robitaille 01/06/2003