BMO Global Asset Management

BMO Global Asset Management

September 18, 2015 09:00 ET

BMO Global Asset Management Launches Two New Equity Funds

CHICAGO, ILLINOIS--(Marketwired - Sept. 18, 2015) - BMO Global Asset Management today introduced two new funds to its lineup: BMO Global Long/Short Equity Fund and BMO Disciplined International Equity Fund. Both Funds will invest in equity securities and will be managed by BMO Global Asset Management's Disciplined Equity team.

"We are excited to offer these two new Funds, both of which combine an experienced investment management team and a proven approach to adding value to investors," said Craig Rawlins, Chief Investment Officer, BMO Global Asset Management. "We're always looking for ways to innovate and these two Funds are a great addition to our existing award-winning lineup. We continue to be committed to creating and delivering a wide range of investments that our clients and their advisors can use to build well-diversified portfolios tailored to meet their objectives."

BMO Global Long/Short Equity Fund invests in both long and short positions. Depending on market conditions, the Fund will have net long exposure in the range of 40 to 80 percent. The Fund seeks to offer meaningful upside participation when markets are rising, along with significant downside protection when they are falling. The Fund provides an alternative source of return and portfolio diversification to traditional equity and fixed income strategies.

BMO Disciplined International Equity Fund is a long-only fund that invests in equity securities of companies in developed countries outside of North America. The Fund strives to deliver excess return relative to the MSCI EAFE benchmark with about the same level of risk.

BMO Global Asset Management's U.S. lineup now consists of 50 Funds. In February, BMO Funds were recognized as one of the top performers in 2014 in the annual Barron's/Lipper Fund Family Ranking, coming in second among U.S. fund providers.

For more information about BMO Global Asset Management and the new Funds, please visit:

About BMO Global Asset Management

BMO Global Asset Management is a global investment manager delivering service excellence from 24 offices in 14 countries to clients across five continents. Including discretionary and nondiscretionary assets, BMO Global Asset Management had more than USD $244 billion in assets under management, as of July 31, 2015.

Led by four multi-disciplined investment teams based in Toronto, Chicago, London and Hong Kong, the organization is complemented by a network of world-class boutique managers strategically located across the globe. They include BMO Real Estate Partners, LGM Investments, Monegy, Inc., Pyrford International Ltd., and Taplin, Canida & Habacht, LLC.

With operations throughout North America and Europe, and in Abu Dhabi, Mumbai, Beijing, Shanghai, Hong Kong, Melbourne and Sydney, BMO Global Asset Management has been recognized by Pension & Investments as one of the world's largest 100 asset managers based on combined assets under management as of December 31, 2013 and is a signatory of the United Nations-supported Principles for Responsible Investment initiative (UNPRI).

BMO Global Asset Management is a part of BMO Financial Group (NYSE:BMO), a fully diversified financial services organization with $672 billion as of July 31, 2015, and more than 47,000 employees.


BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement, and trust and custody 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 and may not be available to all investors. 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 U.S. consists of BMO Asset Management Corp.

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

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. The investment risks of each Target Date Fund changes over time as its asset allocation changes. They are subject to the volatility of the financial markets, including equity and fixed income investments in the U.S. and abroad and may be subject to risks associated with investing in high yield, small cap, commodity-linked, and foreign securities.

All investments involve risk, including the possible loss of principal.

MSCI EAFE Index (Developed Markets) is a standard unmanaged foreign securities index representing major non-U.S. stock markets, as monitored by Morgan Stanley Capital International.

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

©2015 BMO Financial Corp.

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