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BMO Global Strategic Bond Series A

Ranked 22 out of 142 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Alfred T. Murata

Objective

The fund's objective is to provide a fixed monthly distribution and capital appreciation potential by investing primarily in debt instruments issued by governments and corporations from around the world. The fundamental investment objectives may only be changed with the approval of a majority of the votes cast at a meeting of unitholders called for that purpose.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 4.0% 5.1%
2016 12.0% 9.6% 3.8% 2.8% -4.2%
2015 -17.5% -5.7% 0.6% -9.9% -3.4%
2014 -6.0% -1.3% 7.7% -6.7% -5.2%
2013 -8.7% -1.9% -8.6% 3.6% -1.8%
2012 17.2% 6.6% -0.7% 8.3% 2.2%
2011 0.1% 3.8% 2.0% -11.3% 6.6%
2010 16.7% 6.2% -3.4% 10.5% 2.9%
2009 43.2% 1.0% 15.6% 16.6% 5.1%
2008 -34.0% -4.3% -0.2% -11.1% -22.3%
2007 21.0% 2.3% 7.5% 8.4% 1.5%
2006 1.4% -1.7% 0.1% 4.4% -1.2%
2005 -4.6% -3.0% 0.1% 0.3% -2.0%
2004 10.2% 2.2% -6.3% 5.2% 9.4%
2003 22.2% 4.8% 8.5% 0.7% 6.7%
2002 19.5% -0.9% 9.1% 3.6% 6.6%
2001 2.3% -1.0% -1.5% 5.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date27/11/2000
  • Share Class size257Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).