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BMO Enhanced Equity Income Fund How to buy
Fund Profile


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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if:
  • you want a monthly cash flow with thepotential for capital gains
  • you are comfortable with medium investment risk (i.e. you are willing to accept some fluctuations inthe market value of your investment)
  • you plan to hold this investment for the medium to long term


Investment Objectives and Strategies

This fund's objective is to provide a regular cash flow with the potential for some capital appreciation by investing primarily in equity securities and/or exchange traded funds. These are the strategies the portfolio manager uses to try and achieve the fund’s objective:

  • invests primarily in a diversified portfolio of Canadian equities and/or exchange traded funds invested in equity securities, selected on the basis of their relative capitalization, liquidity, and dividend yield
  • may write covered call options on the securities that it owns in order to seek to earn income from option premiums to supplement the dividends and distributions generated by securities held by the fund
 
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