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BMO Global Asset Management launches Low Volatility Equity Fund

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BMO Global Asset Management has launched the BMO Low Volatility Equity Fund, designed to provide investors with long-term returns comparable to US 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," says Ernesto Ramos, portfolio manager and head of equities, BMO Asset Management US. "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 US based companies similar to those of the Russell 1000 Index.

"Financial advisers are looking for the right tools to help build a diversified portfolio for their clients that effectively responds to volatile market conditions," says Barry S McInerney (pictured), 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 a suite of investing options, including funds that BMO Global Asset Management rolled out earlier this year. In January, the organisation introduced four funds: BMO Pyrford Global Strategic Return Fund, BMO Pyrford International Stock Fund, BMO Monegy High Yield Bond Fund and BMO Dividend Income Fund.

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