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
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