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BMO Target Retirement 2025;R-6

Ranked 3 out of 66 in - Target Maturity 2025 USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks growth, income, and conservative of capital to varying degrees depending on its proximity to its target date. The Fund invests in a mix of BMO Funds and unaffiliated funds in different combinations and weightings and may invest no more than 80% of its total assets in funds that invest in equity securities.

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

Performance

Target Maturity 2025 USD over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 0.8% 2.9%
2017 17.1% 5.4% 3.2% 3.6% 4.0%
2016 7.2% 0.5% 1.9% 4.1% 0.6%
2015 -1.8% 2.5% -0.3% -6.5% 2.7%
2014 7.3% 2.3% 4.6% -1.4% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date27/12/2013
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN US09658V6772

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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