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Fund Price: $129.09 (as at October 20, 2017)  1-day chg: $.1142 0.09%  YTD: 6.31%

Returns as at September 30, 2017

  Fund Group Avg Index*
1 Month 2.03% 1.85% 3.06%
3 Months 2.31% 1.08% 3.68%
6 Months 2.64% 0.79% 1.99%
1 Year 9.23% 7.85% 9.18%
2 Year Avg 8.77% 5.79% 11.67%
3 Year Avg 6.36% 3.93% 4.54%
4 Year Avg - 5.96% 8.29%
5 Year Avg - 6.19% 8.06%
10 Year Avg - 1.42% 4.06%
15 Year Avg - - 9.23%
20 Year Avg - - 6.56%
Since Inception 6.26% - -
 
2016 14.03% 6.72% 21.08%
2015 -3.66% 1.87% -8.32%
2014 8.31% 8.61% 10.55%
 
3 year risk 5.27 6.94 7.39
3 year beta 0.45 0.47 1.00

*S&P/TSX Total Return

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the S&P/TSX Total Return.

Risk Measures as at September 30, 2017

Best/Worst 12 months (since inception)
Best (ending Jan 17): 14.37 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending Dec 15): -3.66 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 5 High

Fund Objectives

This offering has been developed to provide you with payment at maturity of (i) the Deposit Amount per Deposit Note, and (ii) an amount of variable return, if any, based on the price performance of an equally-weighted notional portfolio of securities. The Deposit Notes are Canadian dollar deposits. We will pay all amounts on the Deposit Notes in Canadian dollars.

Fund Facts

Fund Sponsor: BMO Nesbitt Burns Inc. - Linked Notes
Managed by: BMO Nesbitt Burns Inc. - Linked Notes
Fund Type: Other
Inception Date: October 2013
Asset Class: Miscellaneous - Other
Quartile Rank: 1 (3YR ending September 30, 2017)
Total Assets: N/A
Mgmt Exp. Ratio (MER): -
Management Fee: 0.00%
Load Type: No Load
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
-
Subsequent:
-
Min. Invest (initial RRSP):
-
Subsequent RRSP:
-
Closed:
No
Restricted:
No
Restriction:
 
 

Asset Allocation

Equity Sector Weightings

Fund Geography

Top Holdings