BMO NESBITT BURNS. Group of Funds. a sound investment choice for your future
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1 BMO NESBITT BURNS Group of Funds a sound investment choice for your future
2 a world of managed growth investing, reassuringly close to home
3 The BMO Nesbitt Burns Canadian Stock Selection Fund The Fund is designed for investors seeking long-term capital appreciation and superior performance. We expect the Fund to outperform the TSE 300 Index over any three to ½ve year time period. The Canadian Stock Selection Fund is fully diversified across all industry sectors and maintains industry weightings which closely re ect the weightings of the TSE 300. This broad diversification across industry sectors helps to minimize the volatility of the portfolio. In addition, the Fund will be fully invested at all times to limit the potential risks inherent in market timing. The Fund s performance will be dependent on our ability to identify companies which will outperform in their industry sector. The holdings of the fund represent the top stock selections of the BMO Nesbitt Burns research team. We believe that our top-ranked team of analysts will achieve superior results by identifying just a few companies in each sector that are expected to outperform. The BMO Nesbitt Burns U.S. Stock Selection Fund The U.S. Stock Selection Fund was developed for investors seeking above-average, long-term growth. All companies in the portfolio are large, well-capitalized firms which are listed in the U.S. and have the potential for growth in the long term. As senior companies, many pay a dividend; however income is not a primary consideration in stock selection. Rather, the managers typically make a commitment to approximately 40 companies selected with an emphasis on capital appreciation potential. The industry weightings of the Fund will reflect closely the weightings of the Standard and Poor s 500 Index. We are not market timers and therefore, will not make calls on which sector or industry will outperform another. The Fund s goal is to outperform the S&P 500 Index over any three to five year time period.
4 The BMO Nesbitt Burns RRSP Stock Selection Fund The principal investment objective of the RRSP Stock Selection Fund is to achieve long-term growth while preserving capital. The Fund will invest, indirectly through other mutual funds, in equity securities of both Canadian and U.S. companies which have long-term growth potential or which pay, or are expected to pay, above-average dividends. The Fund will achieve its investment objective by investing a portion of its assets in units of the BMO Nesbitt Burns U.S. Stock Selection Fund and the balance in units of the BMO Nesbitt Burns Canadian Stock Selection Fund. The Fund s investment in the U.S. Stock Selection Fund will be limited to the maximum amount as allowed under the current foreign content rules for registered accounts. As such, investors should benefit from the investment expertise of the BMO Nesbitt Burns research team and the diversity of North American investments in the fund. The BMO Nesbitt Burns Bond Fund The principal investment objective of the Bond Fund is to achieve maximum investment returns while minimizing the potential risks to capital and maintaining the liquidity of the portfolio. The Fund will achieve its objective by investing in a diversified portfolio of relatively low-risk, liquid fixed income securities including Canadian government and corporate bonds and asset and mortgage-backed securities issued by Canadian entities. To provide broader diversification the Bond Fund may also invest in Government bonds denominated in U.S. dollars which may, from time to time, include U.S. Treasury Bonds. All investments by the Fund will be in securities with a minimum credit rating of A-.
5 Sound Logic Based on Sound Fundamentals You have the peace of mind of knowing that we are managing your funds taking advantage of opportunities and minimizing potential risks. As one of Canada s leading investment rms, we have the expertise and knowledge required to execute sound and objective investment decisions on your behalf. The BMO Nesbitt Burns Group of Funds combines Canada s top-ranked analytical research; a consistent and proven investment philosophy; the advice, service and support of a knowledgeable Investment Advisor; competitive cost effectiveness; and the peace of mind of dealing with one of the country s largest financial services organizations. The BMO Nesbitt Burns Group of Funds are predicated on the investment recommendations of our large and talented research team consistently ranked number one by the prestigious Brendan Wood survey*. So your future is entrusted to a group of industry analysts, never to one individual manager. Our focus is on areas where we can bring true added value. The BMO Nesbitt Burns Group of Funds includes a Canadian equity fund and a U.S. equity fund in which we invest in large capitalization, high quality stocks. It also includes a fixed income fund through which we make long-term commitments and determine the optimum combination of corporate and government bonds. The vast majority of companies in which we invest are headquartered close to home, report their results in Canadian or U.S. currency, and live up to familiar reporting standards yet operate as leaders in global markets. We believe every Canadian needs professional assistance in choosing the appropriate mix of mutual funds and in maintaining it as life circumstances change. Which is why our Investment Advisors are trained to help even the most sophisticated investor make critical asset allocation choices. Over the years, it has been proven that emotion has no role in successful investing. Which is why we urge you to consider The BMO Nesbitt Burns Group of Funds and to make a sound decision based on equally sound fundamentals. Your BMO Nesbitt Burns Investment Advisor will be happy to provide more information and to assemble a mutual fund portfolio that meets your personal needs and objectives.
6 The BMO Nesbitt Burns Group of Funds BMO Nesbitt Burns Canadian Stock Selection Fund BMO Nesbitt Burns U.S. Stock Selection Fund BMO Nesbitt Burns RRSP Stock Selection Fund BMO Nesbitt Burns Bond Fund The risk reduction, superior growth record, and proven cost-effectiveness of equity mutual fund investing; the stock-selecting ability of Canada s top-ranked research team*; the assistance of a skilled and dedicated Investment Advisor; and the reputation and support of one of Canada s largest integrated financial organizations. These four factors combine to make The BMO Nesbitt Burns Group of Funds an important investment option for every Canadian investor. BMO Nesbitt Burns is one of Canada s leading full-service investment firms. Employing over 4,300 dedicated professionals, BMO Nesbitt Burns serves the investment needs of individuals, corporations, governments and institutions from an extensive network of Canadian and international offices. With its origins dating back to 1912, BMO Nesbitt Burns has a long and established reputation for excellence and a commitment to building and preserving wealth for generations of clients. BMO Nesbitt Burns is committed to becoming the premier Canadian investment firm in North America with a significant presence in Europe and Asia. * Canadian Institutional Equity Sales, Research, Trading in Canada 1999 Edition, Brendan Wood International TM BMO and the M-bar roundel symbol are trade-marks of Bank of Montreal, used under licence. Nesbitt Burns is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence. BMO Nesbitt Burns Inc. is a separate corporate entity from Bank of Montreal and is an indirect subsidiary of the Bank. 02/00 MNB Member
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