BMO MM Lifestyle 7 B Inc

Fund

Fund Info

  • Yield History1.94%
  • 3 Year sharpe0.93
  • 3 Year alpha-0.86
  • Distribution Typeincome
  • BenchmarkCom Based on Targt Asset Aloc
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.09%
  • SectorVolatility Managed
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B4YRDJ41

Investment Strategy

The Lifestyle Growth risk profile matching portfolio will invest in UK equities with the balance split between the major international markets and emerging markets with an allocation to UK corporate bonds and a small allocation to property, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and collective investment schemes and may use derivatives to increase, maintain, and reduce its investment exposures.