BMO Core Plus Bond Fund How to buy
Fund Profile


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

  • you are looking for a core Canadian fixed income fund for your portfolio with a focus on total return
  • you want the potential for income from government and corporate bonds, which form part of the fund’s portfolio
  • you are comfortable with low investment risk (i.e., you are willing to accept some fluctuations in the market value of your investment over the short-term).


Investment Objectives and Strategies

This fund’s objective is to provide a high level of interest income along with the opportunity for growth by investing primarily in Canadian dollar denominated investment grade and non-investment grade debt instruments.

The portfolio manager utilizes fundamental research, employing an active investment style to identify overvalued and undervalued sectors of the fixed income market. Credit quality and security selection, along with active yield-curve management are emphasized when allocating the fund’s net assets across sectors