Who Should Buy This Fund?
- you want a conservative investment with the potential for some capital appreciation
- 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
The fund's objective is to preserve the value of your investment and to provide interest income by investing primarily in mutual funds invested in more secure asset classes like cash or cash equivalents and fixed income investments with only a limited exposure to mutual funds invested in equity securities.
The manager employs a strategic asset allocation strategy designed to maintain focus on long-term performance. As part of this strategy, the manager will invest in a wide range of BMO Mutual Funds, as well as mutual funds from industry-leading mutual fund companies.