HomePersonal BankingWealth ManagementSmall BusinessCommercialCorporate & InstitutionalAbout BMO
BMO Laddered Corporate Bond Fund How to buy
Fund Profile

Related Links / Downloads
Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

    Consider this fund if:
  • you want to reduce the impact of changing interest rates upon the income earned from your investment
  • you want exposure to fixed income securities issued by Canadian corporations
  • you are comfortable with low investment risk
  • you plan to hold this investment for the medium to long term.

Investment Objectives and Strategies

This fund’s objective is to provide a relatively stable level of investment income consistent with a portfolio of Canadian fixed income securities, more or less equally allocated across maturities ranging from 1 to 5 years. This is commonly known as a "laddered" portfolio.
These are the strategies the portfolio manager uses to try to achieve the fund’s objective:
  • invests primarily in Canadian corporate fixed income securities
  • seeks to maintain an equally weighted allocation among annual maturities ranging from 1 to 5 years
  • may invest in Canadian government fixed income securities
  • may invest up to 10% of the fund’s assets in foreign securities

BMO Investments Inc. intends to waive a portion of the fees listed in the prospectus to meet a current target MER of approximately 1.47%. This current target MER could be subject to change should BMO Investments Inc. decide not to waive fees in future years.

Why Buy This Fund
  • A laddered bond strategy spreads reinvestment risk over the long term and reduces the impact of changing interest rates by averaging them out

BMO Portefeuille actions de croissance CatégorieSélect (série A) Pour acheter