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The funds will be available in Series A, Series F, Series D, Series I and Advisor Series securities

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The risk rating reductions affect BMO Private Canadian Special Equity Portfolio, BMO Private Diversified Yield Portfolio and BMO Private U.S. Special Equity Portfolio

F&C Management named subadvisor to four mutual funds

  • By: IE Staff
  • January 29, 2018 January 29, 2018
  • 10:20
BMO Investments makes changes to its mutual fund lineup

The low-load DSC option will continue to be available, and investors with existing standard DSC purchase option holdings will remain invested based on their mutual funds' redemption fee schedule

  • By: IE Staff
  • December 20, 2017 January 21, 2018
  • 10:20

Risk rating changes announced for certain funds

  • By: Leah Golob
  • November 10, 2017 November 10, 2017
  • 11:30

The changes include management fee reductions and an increase to the minimum initial investment

  • By: Leah Golob
  • August 30, 2017 December 14, 2017
  • 11:45
No unanimity in global regulatory reform, IFIC report finds

BMO International Equity Fund and BMO Japan Fund have different return drivers than Canadian markets

  • By: IE Staff
  • August 17, 2017 December 14, 2017
  • 09:20

The fund will no longer receive additional investments, including purchases via regular investment savings plans

  • By: Leah Golob
  • July 18, 2017 December 14, 2017
  • 13:05
BMO Investments makes changes to its mutual fund lineup

The firm has added series F to several funds and has cut management fees by up to 45 bps

BMO Asset Management Inc. replaces Monegy as portfolio manager for the funds while BMO Asset Management Corp. and Taplin, Canida & Habacht take on subadvisor roles