BMO MM Lifestyle 3 B Acc fund price, performance, charts and research

Investment Strategy

The Fund aims to deliver capital growth with some income. The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.