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Company: BMO Investments Inc.

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

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

Bridgehouse introduces Morningstar Managed Investments Program

The management fees on 26 mutual funds were reduced by up to 25 basis points while the administrative fees on two mutual funds have also been lowered

Canadian VC funding activity surges in 2016

Series NBA and Series NBF of three funds will no longer exist while Series NBA will also no longer apply on one other fund

Management fees will be reduced on certain funds on July 15

The wealthy can help empower women: UBS report

The fund, which is the firm’s first foray into impact investing, aims to capitalize on research that shows firms led by women tend to be more successful financially

The funds, which will be terminated on June 28, no longer accept additional investments

  • By: IE Staff
  • March 1, 2016 January 11, 2019
  • 14:50

Two ETF portfolio mutual funds will now invest up to 75% of their assets in foreign securities while three bond mutual funds have seen a modification to their investment strategy, among other changes

The new series to various mutual funds and ETFs will provide regular monthly cash flow within fee-based accounts