Prospectuses, Financial Reports & Other Important Information
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Simplified Prospectus – April 21, 2010
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Amendment No. 1 – June 21,2010
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Simplified Prospectus (BMO ETF Portfolios) – June 10, 2010
Important information to help you make an informed investment decision and understand your rights as an investor.
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Annual Information Form – April 21, 2010
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Amendment No. 1 – June 21,2010
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Annual Information Form - June 10, 2010
Additional detailed fund information which supplements the information available in the simplified prospectus.
Semi-Annual Financial Statements
(March 31, 2010)Annual Financial Statements
(September 30, 2009)Quarterly Portfolio Disclosure (QPD)
A quarterly report which contains a breakdown of each fund's investment portfolio; the top 25 holdings of the fund and the total net asset value of the fund as at the end of the period shown.
The Management Report of Fund Performance (MRFP)
Annual and semi-annual fund-specific reports that provide an overview of the position and financial results for the fund, including a management discussion of fund performance; a summary of related party transactions; financial highlights; past performance, and a summary of portfolio holdings as at the end of the relevant period.
Annual MRFP (September 30, 2009)
Semi-Annual MRFP (March 31, 2010)
Proxy Voting Records
An overview of how voting rights were exercised on behalf of each fund that held voting securities. Records for the period beginning July 1, 2008 and ending June 30, 2009 are available on a fund by fund basis.
Proxy Voting Policy
A summary of BMO Investments Inc.'s proxy voting policies and procedures.
