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Financial Reports & Other Important
Who Should Buy This Fund?
Formerly BMO Special Equity Fund
Consider this fund if
- you're looking for a fund that invests in smaller
Canadian companies with high growth potential
- you are comfortable with medium to high investment risk (i.e. you are willing to accept fluctuations in the market value of your investment).
Investment Objectives and Strategies
This fund's objective is to provide above-average growth in the value of
your investment over the long term by investing in small and mid-sized Canadian
The portfolio manager uses a bottom-up
fundamental investment process to identify attractively priced securities from
small and mid-sized Canadian companies. This process includes analyzing company
financial statements, management and valuations.