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Bank of Montreal : BMO Global Asset Management Launches Low Volatility Equity Fund

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10/01/2012 | 03:05pm CET

CHICAGO, Oct. 1, 2012 /PRNewswire/ -- BMO Global Asset Management announced today the addition of the BMO Low Volatility Equity Fund, designed to provide investors with long-term returns comparable to U.S. large cap stocks but with less volatility.

"A common belief is that investors are rewarded with higher returns for taking on more risk. However, our research shows that this is not generally the case," said Ernesto Ramos, Portfolio Manager and Head of Equities, BMO Asset Management U.S. "In fact, we found that over the last 40 years stocks with the lowest volatility had the highest returns."

The BMO Low Volatility Equity Fund seeks capital appreciation by investing in stocks of some of the largest U.S. based companies similar to those of the Russell 1000(®) Index.

"Financial advisors are looking for the right tools to help build a diversified portfolio for their clients that effectively responds to volatile market conditions," said Barry S. McInerney, Co-Chief Executive Officer, BMO Global Asset Management. "Additions such as the BMO Low Volatility Equity Fund allow us to expand the diversification opportunities and money management expertise available to investors, and provide them with further options for mitigating down-side risk."

The introduction of the BMO Low Volatility Equity Fund is the 23rd mutual fund offering which provides institutional, retail and high-net-worth individuals with a wide range of equity, balanced, fixed income and money market strategies across the risk/reward spectrum. The fund builds off of an already impressive suite of investing options, including funds that BMO Global Asset Management rolled out earlier this year. In January, the organization introduced four funds, including, BMO Pyrford Global Strategic Return Fund, BMO Pyrford International Stock Fund, BMO Monegy High Yield Bond Fund and BMO Dividend Income Fund. BMO will continue to develop mutual funds that meet the changing demands of clients and allow access to investment experience excellence from across the globe.

"As a global money management firm, we have the potential to offer significant new opportunities to investors," added McInerney. "BMO's resources and commitment will allow us to continue to address the evolving needs of investors and we look forward to doing so."

For more information on BMO Global Asset Management Funds, please visit: www.bmofundsus.com.

About BMO Global Asset Management

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group, that provide trust, custody, securities lending, investment management, and retirement plan services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).


BMO Asset Management Corp. is the investment adviser to the BMO Funds. M&I Distributors LLC is the distributor. BMO Funds are not marketed or sold outside the United States.

All investments involve risk, including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-580-3863. Please read carefully before investing.

Diversification does not ensure a profit or protect against a loss in a declining market.

The Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. An investment cannot be made directly in an index.

Investment products are: Not FDIC Insured | No Bank Guarantee | May Lose Value

SOURCE BMO Global Asset Management

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