(As of 6/30/2025)

BMO Asset Management Responsible Global Equ ESG Fd

(Global Equity)
Inception Return
(8/22/2017)
11.69 %
YTD Return 0.55 %
NAVPS
(7/11/2025)
$13.02
Change ($0.07) / -0.51 %
Growth of $10,000 (As of June 30, 2025)
MER -
Assets ($mil) -
Rank (1Yr) 76/81
Std Dev (3Yr) 14.53 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Fund Manager
-
Portfolio Manager
-
Sub-Advisor
-
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.00 4.99 0.55 0.55 5.64 15.14 9.89 -   
Benchmark 3.64 5.96 4.44 4.44 15.97 19.46 13.60 10.94
Quartile Ranking 3 3 4 4 4 2 3 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 22.40 12.49 -16.72 18.71 24.12 28.04 0.17 -      -      -     
Benchmark 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88
Quartile Ranking 1 3 4 2 1 1 2 - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2025 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.