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BMO World Bond Classic (0P0000WA1D.TO)

Toronto - Toronto Delayed Price. Currency in CAD
8.64+0.02 (+0.18%)
At close: 03:00PM EST

BMO World Bond Classic

77 King Street West

Suite 4200

Management Information
Isobel Lee,Lead Manager since August 29, 2007
Isobel joined Insight in 1997 as a portfolio manager focusing on derivatives and fixed income. Over the past nine years she has been responsible for a wide range of fixed income portfolios and in 2005 she became head of global fixed income. She has over 19 years’ experience in investment management. Isobel holds a BSc honours degree in Mathematics from Manchester University. She also holds the Investment Management Certificate from the UK Society of Investment Professionals.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Fixed Income
Fund FamilyBMO Investments Inc.
Net Assets164.51M
YTD Return-9.58%
Morningstar Rating★★★
Inception DateMay 31, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover83.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WA1D.TOCategory Average
Annual Report Expense Ratio (net)1.55%1.29%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A