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BMO U.S. Equity Plus How to buy
Fund Profile


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Who Should Buy This Fund?

Consider this fund if:
  • you are looking for an equity fund that provides exposure to U.S. and Canadian companies
  • you are comfortable with medium investment risk (i.e., you are willing to accept fluctuations in the market value of your investment).


Investment Objectives and Strategies

This fund’s objective is to provide long-term capital growth by investing primarily in equity securities of U.S. and Canadian large capitalization companies.

The portfolio manager uses fundamental & systematic research to build a high quality U.S. large cap equity portfolio. In order to increase the opportunity set, the Fund can tactically take advantage of Canadian opportunities by investing in select Canadian names.