- Funds managed by BMO's new Global Equity team
The new actively managed Canadian and global income and growth funds offer innovative solutions for investors seeking exposure to growth opportunities and access to key sector portfolios that are designed to be flexible and scalable to respond to today's macro environment. Designed as a core, multi-asset solution, these funds may invest in a variety of regions or sectors, leveraging the investment expertise of BMO GAM's investment professionals. The new
"The launch of our new funds leverages enhanced investment capabilities and builds on the strength and momentum of BMO GAM's new Global Equity Team," said
BMO Investments Inc., the manager of the BMO Mutual Funds, has qualified the following new funds and fund series:
BMO Canadian Income & Growth Fund (series A, T6, F, F6, I and Advisor Series). The fund's objective is to generate income and provide long-term capital growth by investing primarily, directly or indirectly, in Canadian equity and fixed income securities. The portfolio manager of the fund, BMO Asset Management Inc. (BMOAM), uses a combination of top down macro analysis and fundamental analysis. The fund is managed bySadiq S. Adatia ,Marchello Holditch ,Lutz Zeitler ,Jeff Elliott andEarl Davis .- BMO Global Income & Growth Fund (series A, T6, F, F6, I and Advisor Series). The fund's objective is to generate income and provide long-term capital growth by investing primarily, directly or indirectly, in equity and fixed income securities from around the world. The portfolio manager of the fund, BMOAM, uses a combination of top down macro analysis and fundamental analysis. The fund is managed by
Sadiq S. Adatia ,Marchello Holditch ,Jeff Elliott andEarl Davis . BMO Global Innovators Fund (series A, T6, F, F6, I and Advisor Series). The fund's objective is to provide long-term capital growth by investing primarily in equity and equity-related securities of companies involved in the development of innovative products, processes or services and companies that may benefit from these innovations from around the world. The portfolio manager of the fund, BMOAM, employs fundamental analysis to identify and select equities that trade below their intrinsic value and demonstrate superior earnings growth. The fund is managed byMalcolm White andJeremy Yang .
Visit Global Equity Solutions for more information on the new funds.
In addition, three other funds will have a previously announced change in portfolio managers.
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in
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