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BMO Investments makes changes to mutual fund line-up

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BMO Investments has made changes to the BMO Guardian Mutual Funds line-up.

Effective now, BMO Investments will no longer accept purchase orders for each of BMO Guardian European Fund Series T5 and BMO Guardian Global Infrastructure Fund Series T5.

In addition, effective 28 March 2013 (the termination date), BMO Investments will terminate each of the Series T5 because the Series T5 are too small to be economically viable to continue offering the Series T5 units.

In light of the changes described above, investors holding Series T5 units have several options. Investors may continue to hold Series T5 units until the termination date. If they do so, those units will be redesignated as Advisor Series units on the termination date. Investors may also switch their Series T5 units for units of another BMO Guardian Mutual Fund until the close of business on the termination date, or redeem their Series T5 units entirely and receive redemption proceeds in the normal course. BMO Investments has delivered a letter to investors providing further information about these options.

Effective as of today’s date, BMO Investments will no longer accept purchase orders for BMO Guardian American Equity Class Series H, BMO Guardian Global Infrastructure Fund Series F and F5 Class units of BMO Guardian Canadian Diversified Monthly Income Fund. BMO Investments will terminate these series on the termination date.

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