BMO Alternative Strategies Fund

Fund overview

Objective

The Fund seeks capital appreciation.

Benchmarks

Net fund assets

Morningstar Rating

    Portfolio managers

    Mike Dowdall
    Portfolio Manager

    Latest insights

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    August 2020

    Biden goes the predictable route

    After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election.

    August 2020

    U.S. presidential election outlook

    As the 2020 election season heats up, it is important to understand the investment implications of a potential change in government versus the status quo.

    August 2020

    Bluebirds fly

    This month, we’ll focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.

    August 2020

    August 2020 Fixed Income Market Update

    In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty.

    July 2020

    The U.S.-China relationship in a changing global economy

    An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.

    July 2020

    COVID-19 isn’t going away

    We think the most detrimental economic effects of the virus are unlikely to return, though the human cost may become more painful yet in the U.S.

    Performance data quoted represents past performance and past performance is not a guarantee of future results. Investment returns and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Mutual fund performance changes over time and current performance may be lower or higher than what is stated. To receive the most recent month-end performance, call 1-800-236-3863. Returns quoted are pre-tax. Investor should consider his or her current and anticipated investment horizon and income tax bracket when making an investment decision as the illustration above does not reflect these factors. For more information about performance, please contact your investment professional. Total returns for periods of less than one year are cumulative.

    Net Expense Ratios reflect contractual fee waivers and/or expense reimbursements made by BMO Asset Management Corp., the investment adviser (Adviser). The Adviser may not terminate these fee waivers and/or expense reimbursements prior to December 31, 2020 without the consent of the Board of Directors, unless the investment advisory agreement is terminated. Without these contractual waivers, the Funds’ returns would have been lower. Please see the prospectus for more information.

    The BofA Merrill Lynch US 3-Month Treasury Bill Index consists of U.S. Treasury Bills maturing in 90 days.

    The HFRX Global Hedge Fund Index is designed to be representative of the overall composition of the hedge fund universe. It is comprised of all eligible hedge fund strategies; including but not limited to convertible arbitrage, distressed securities, equity hedge, equity market neutral, event driven, macro, merger arbitrage, and relative value arbitrage. The strategies are asset weighted based on the distribution of assets in the hedge fund industry.

    Investments cannot be made in an index.

    ¹ For money market funds, current and effective 7-day yield displayed as of today’s date. Yield will vary. The yield quotations for money market funds more closely reflect the current earnings of the fund than the total return quotations. The 7-day effective yield is based on the 7-day yield and is then compounded and annualized. Total returns for periods of less than one year are cumulative.