BMO Global Infrastructure Fund How to buy
Fund Profile

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Fund Facts
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if
  • you are seeking long-term capital growth and current income from your investment
  • you want to diversify your portfolio globally
  • you are comfortable with medium investment risk (i.e. you are willing to accept fluctuations in the market value of your investment)
  • you plan to hold this investment for the medium to long term.

Investment Objectives and Strategies

This fund’s objective is to achieve a high level of total return, including dividend income and capital gains, by investing primarily in companies that operate in, or are expected to benefit from, infrastructure related businesses from around the world. The fund may also invest in fixed income securities of such companies.

This fund invests in global infrastructure companies using a bottom-up, style-neutral, fundamentals-based investment approach. The manager analyzes listed infrastructure companies from around the world to determine the quality of their assets, earnings and cash flows. Regular meetings with management teams and asset visits are also important components of the manager’s research process.