BMO Sustainable Opportunities Canadian Equity Fund Series A

NAVPS

NAVPS:

$10.06

Change

$0.08 (0.77%)

As at 10-29-2020
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BMO Sustainable Opportunities Canadian Equity Fund Series A

Compare to:

Inception Return
(08-17-2020)

2.23%

YTD Return

-

NAVPS
(10-29-2020)

$10.06
$0.08 (0.77%)

MER

-

Assets ($mil)

$2

1 Yr Return

-

Registered Plan Eligible

Yes

Load

No Load

CIFSC Category

Canadian Equity

Share Class

Commission Based Advice

Fund Codes

BMO111(NL)

Fund Details

Classification

Mutual

Legal Status

Trust

Sales Status

Open

Currency

CAD

Start Date

August 17, 2020

Distribution Frequency

Annual

Investment Objectives

This fund's objective is to achieve long-term capital appreciation by investing primarily in Canadian issuers using a responsible investing approach.

Investment Minimums

RSP Eligible

Yes

PAC Allowed

No

PAC Initial Investment

-

PAC Subsequent

-

SWP Allowed

No

SWP Min Balance

-

SWP Min Withdrawal

-

Fees

MER

-

Management Fee

-

FE Max

-

DSC Max

-

LL Max

-

Trailer Fee Max (FEE)

-

Trailer Fee Max (DSC)

-

Trailer Fee Max (NL)

-

Trailer Fee Max (LL)

-

Management and Organization

Fund Manager

BMO Investments Inc.

Advisor

-

Custodian

-

Registrar

-

Distributor

-

Auditor

-

As at September 30, 2020

Inception Return
(08-17-2020)

2.23%

YTD Return

-

NAVPS (10-29-2020)

$10.06
$0.08 / 0.77%

Best Month

1.11%

Worst Month

1.11%

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