BMO Global Low Volatility Equity Fund

Fund overview

Objective

To provide capital appreciation.

Benchmarks

Net fund assets

Morningstar Rating

    Portfolio managers

    Jay Kaufman, CFA®
    Portfolio Manager
    Ernesto Ramos, PhD
    Managing Director
    David Rosenblatt, CFA®
    Portfolio Manager

    International equities insights

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    October 2020

    IMF: "Keep the fiscal taps running"

    The IMF has emphasized the need for greater public investment in the ‘post pandemic’ phase of the recovery.

    July 2020

    The great disconnect between the economy and the stock market

    The bounce occurred and it had nothing to do with investment fundamentals.

    June 2020

    The biggest threat to a quick recovery is a second wave of the virus

    The economic discussion has firmly shifted from an assessment of the damage inflicted by Covid-19 related lockdowns, to questions surrounding the speed and strength of the recovery following reopening.

    May 2020

    Central banks picking up the bill

    In April we saw further confirmation of the devastating impact of the coronavirus on both the real and financial economy.

    April 2020

    What’s next for China?

    June Lui, Portfolio Manager, BMO LGM Investments, gives an on-the-ground assessment of China’s economic backdrop and the impact on stocks.

    April 2020

    The enemy of a major economic slump is debt

    Sorry, this world is closed for business.

    Performance data quoted prior to the inception of the Class A Shares is the performance of the Fund’s Investor (Class Y) Shares, not adjusted for any differences in the expenses of the classes.

    Performance data quoted prior to the inception of the Class I Shares is the performance of the Fund’s Investor (Class Y) Shares, not adjusted for any differences in the expenses of the classes.

    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.

    Performance quoted does not reflect the effect of a 2% redemption fee which is imposed on any shares redeemed or exchanged within 30 days. Returns are pre-tax. An 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. For more information about performance, please contact your investment professional. Total returns for periods of one year or less 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 MSCI ACWI Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.

    Lipper Global Multi-Cap Core Index is comprised of funds that, by portfolio practice, invest in a variety of market capitalization ranges without concentrating 75% of their equity assets in any one market capitalization range over an extended period of time. Global multi-cap core funds typically have average characteristics compared to the MSCI World Index.

    Investments cannot be made in an index.

    The maximum sales charge (load) imposed on purchases (as a percentage of offering price) is 5.00% for Class A shares. The Class NAV performance does not reflect the deduction of the sales load or fee,and if reflected, the load or fee would reduce the performance quoted.

    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.