BMO Monthly High Income II T5

Growth of $10,000

Zoom: 3M YTD 1Y 3Y 5Y 10Y
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. These are the strategies the portfolio manager uses to try to achieve the fund’s objective: • investing in trust units, such as royalty trust units and real estate investment trusts from various sectors of the economy • may also invest in common equities, typically demonstrating large market capitalizations and above average dividend yields • may invest in fixed income securities, primarily consisting of Canadian government and corporate issues of any maturity or credit rating.

Morningstar’s Take

Contact Information

Telephone 800-668-7327

Minimum Investments

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


Country Registered For Sale
Country Available For Sale

Advisor Information

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


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