(As of 12/31/2021)

BMO Growth Opportunities Fund Series A

(Canadian Focused Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(4/17/2015)
11.08 %
YTD Return 21.88 %
NAVPS
(1/17/2022)
$17.27
Change $0.06 / 0.33 %
Growth of $10,000 (As of December 31, 2021)
MER 2.23 %
Assets ($mil) $52.77
Rank (1Yr) 414/629
Std Dev (3Yr) 15.29 %
Volatility Ranking (3Yr) 7/10
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 September 30, 2021)
Sector Allocation
(As of September 30, 2021)
Geographic Allocation
(As of September 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Boyd Group Services IncCanadian EquityConsumer ServicesCanada5.09%
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada5.04%
Thermo Fisher Scientific IncUS EquityHealthcareUnited States4.72%
Intuitive Surgical IncUS EquityHealthcareUnited States4.58%
S&P Global IncUS EquityIndustrial ServicesUnited States4.55%
Visa Inc Cl AUS EquityTechnologyUnited States4.45%
Storagevault Canada IncCanadian EquityReal EstateCanada4.37%
Alphabet Inc Cl CUS EquityTechnologyUnited States4.22%
Waste Connections IncCanadian EquityIndustrial ServicesCanada4.14%
Intact Financial CorpCanadian EquityFinancial ServicesCanada3.99%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.97 5.82 10.30 21.88 21.88 21.53 13.00 -   
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 4 3 1 3 3 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 21.88 14.28 28.87 -5.77 8.95 4.76 -      -      -      -     
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 3 1 1 2 2 4 - - - -

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