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BMO Short-Term Income Class How to buy
Fund Profile


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Who Should Buy This Fund?

Consider this fund if:
  • you're investing outside of a registered plan and want the flexibility to rebalance your portfolio without realizing capital gains
  • you want to invest in a fixed income fund for the short term as an alternative or in addition to the equity funds included in the BMO Global Tax Advantage Funds
  • you prefer low to medium investment risk.


Investment Objectives and Strategies

This fund's objectives are to preserve capital and maintain liquidity while providing investors with a short-term, fixed-income alternative to the other funds included in the BMO Global Tax Advantage Funds. The portfolio manager examines various economic indicators to construct an interest rate outlook, then builds the fund portfolio using a disciplined investment approach. Maturity structure and sector positioning are based on interest rate anticipation while security selection is determined by fundamental analysis and relative valuations.