Archive for 2014

High Yield Fixed Income

Funds in the High Yield Fixed Income category must invest primarily in fixed-income securities with a non-investment-grade credit rating, such that their average credit quality is below investment grade (Lower than BBB or equivalent) or in excess of 25% of the portfolio’s holdings are invested in high […]

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Greater China Equity

Funds in the Greater China Equity category must invest at least 90% of their equity holdings in securities domiciled in China, Hong Kong or Taiwan. AGF China Focus Class BMO China Equity Index ETF (ZCH) BMO Greater China Class – Advisor BMO Greater China Class Series A […]

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Global Small/Mid Cap Equity

Funds in the Global Small/Mid Cap Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is within the small/mid cap threshold and must invest more than 10% and less than 90% of their Equities Assets in Canada or the […]

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Global Neutral Balanced

Funds in the Global Neutral Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. In addition, they must invest greater than or equal to 40% but less than or equal to […]

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Global Fixed Income Balanced

Funds in the Global Fixed Income Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. In addition, they must invest greater than 5% but less than 40% of their total assets […]

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Global Fixed Income

Funds in the Global Fixed Income category must invest less than 90% of their fixed income holdings in Canadian dollar issues. In addition, these funds must invest primarily in investment-grade fixed income securities (BBB or equivalent rating or higher) and not more than 25% of the portfolio’s […]

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Global Equity Balanced

Funds in the Global Equity Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. In addition, they must invest greater than 60% but less than 90% of their total assets in […]

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Global Equity

Funds in the Global Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is greater than the small/mid cap threshold, and invest more than 10% and less than 90% of their equity holdings in Canada or the U.S. Funds […]

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Geographic Equity

Funds in this sub-category invest in equity securities focused on a specific geographic area or areas and do not qualify for any of the existing geographic equity categories. BMO India Equity Index ETF (ZID) Burgundy Focus Asian Equity CIBC Latin American Fund Excel Chindia Fund Series A […]

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Financial Services Equity

Funds in the Financial Services Equity category must invest at least 90% of their equity holdings in the Financial Services sector. Assumption/AGF Global Financ Serv Cl A BMO Covered Call Canadian Banks ETF (ZWB) BMO Equal Weight US Banks Hedged to CAD Index(ZUB) BMO Equal Weight US […]

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