(As of 10/31/2022)

BMO Growth Opportunities Fund Series A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019




Inception Return
(4/17/2015)
6.91 %
YTD Return -18.20 %
NAVPS
(12/2/2022)
$15.96
Change ($0.04) / -0.24 %
Growth of $10,000 (As of October 31, 2022)
MER 2.24 %
Assets ($mil) $43.12
Rank (1Yr) 585/632
Std Dev (3Yr) 15.94 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This fund's objective is to provide long-term capital growth by investing primarily in equity securities of companies from around the world.
Fund Manager

BMO Investments Inc.

Portfolio Manager

Tyler Hewlett, BMO Asset Management Inc.

David Taylor, BMO Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of July 31, 2022)
Sector Allocation
(As of July 31, 2022)
Geographic Allocation
(As of July 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada5.34%
Thermo Fisher Scientific IncUS EquityHealthcareUnited States5.28%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada5.20%
Visa Inc Cl AUS EquityFinancial ServicesUnited States5.07%
Constellation Software IncCanadian EquityTechnologyCanada5.07%
Intact Financial CorpCanadian EquityFinancial ServicesCanada4.99%
Dollarama IncCanadian EquityConsumer ServicesCanada4.98%
Waste Connections IncCanadian EquityIndustrial ServicesCanada4.94%
S&P Global IncUS EquityIndustrial ServicesUnited States4.44%
Roper Technologies IncUS EquityIndustrial GoodsUnited States4.17%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.41 -3.55 -4.70 -18.20 -16.84 6.03 7.12 -   
Benchmark 5.50 -1.11 -4.76 -9.94 -8.08 7.20 6.15 8.36
Quartile Ranking 3 4 3 4 4 3 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 21.88 14.28 28.87 -5.77 8.95 4.75 -      -      -      -     
Benchmark 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57 8.52
Quartile Ranking 3 1 1 2 2 4 - - - -

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