Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

BMO U.S. Dividend Series A

Ranked 178 out of 904 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ernesto Ramos

Objective

The fund's objective is to achieve long-term capital growth by investing primarily in equity securities of U.S. companies that pay dividends, or that are expected to pay dividends, and, to a lesser extent, in other types of securities, such as trusts and preferred shares, that are expected to distribute income.

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

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 178/904 Total Return
  • Rank 706/904 Standard Deviation
  • Rank 775/904 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.3% 3.8% 2.7% 7.5% 7.7%
2016 18.2% 8.5% 0.3% 2.9% 5.5%
2015 -8.6% -1.8% -0.2% -9.7% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date13/11/2014
  • Share Class size428Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.55%

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