(As of 3/31/2021)

BMO Growth Opportunities Fund Series I

(Canadian Focused Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(4/17/2015)
11.64 %
YTD Return 2.10 %
NAVPS
(5/7/2021)
$17.27
Change $0.07 / 0.41 %
Growth of $10,000 (As of March 31, 2021)
MER -
Assets ($mil) $203.80
Rank (1Yr) 427/759
Std Dev (3Yr) 15.67 %
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.
Management Co.
BMO Investments Inc.
Managers
  • Tyler Hewlett, BMO Asset Management Inc.
  • David Taylor, BMO Asset Management Inc.
 
Asset Allocation
(As of December 31, 2020)
Sector Allocation
(As of December 31, 2020)
Geographic Allocation
(As of December 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Boyd Group Services IncCanadian EquityConsumer GoodsCanada5.69%
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada5.61%
Thermo Fisher Scientific IncUS EquityHealthcareUnited States5.09%
Visa Inc Cl AUS EquityFinancial ServicesUnited States4.68%
Waste Connections IncCanadian EquityIndustrial ServicesCanada4.47%
Intuitive Surgical IncUS EquityHealthcareUnited States4.43%
Roper Industries IncUS EquityIndustrial GoodsUnited States4.32%
Intact Financial CorpCanadian EquityFinancial ServicesCanada4.23%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada4.07%
StorageVault Canada IncCanadian EquityConsumer ServicesCanada3.77%

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.75 2.10 8.38 2.10 39.18 14.42 13.46 -   
Benchmark 3.04 6.34 16.15 6.34 41.39 9.77 10.20 7.39
Quartile Ranking 3 4 4 4 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 16.85 31.79 -3.63 11.43 7.14 -      -      -      -      -     
Benchmark 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52 -8.34
Quartile Ranking 1 1 1 2 4 - - - - -

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