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Who Should Buy This Fund?
Consider this fund if:
- you want the flexibility to switch to another class of BMO Global Tax Advantage Funds Inc. without realizing capital gains
- you are planning to invest for a period of time consistent with the portfolio’s target end date
- you want a core holding that becomes more conservative as its target date approaches and is well diversified by asset class, geography and market capitalization
- you are comfortable with low to medium investment risk (i.e. you are willing to accept some fluctuations in the market value of your investment)
Investment Objectives and Strategies
This fund’s objective is to provide the opportunity for capital appreciation by investing in a diversified mix of mutual funds. The portfolio will gradually shift its asset mix from an emphasis on equity funds to an emphasis on fixed income and cash equivalent funds as its target end date approaches. Up to 100% of the fund’s assets may be invested in securities of exchange-traded funds and other mutual funds, including funds that are managed by us or one of our associates or affiliates.