BMO MM Navigator Balanced C Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.40%
  • 3 Year sharpe-0.07
  • 3 Year alpha-3.72
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.76%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00B80KN069

Investment Strategy

The Fund aims to achieve capital growth with some income. The Fund invests primarily in a range of collective investment schemes and closed ended funds in order to gain exposure to a diversified portfolio of primarily equites and fixed interest securities.

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