Investment Funds
Coxe Global Agribusiness Income Fund
Objectives & Strategy

Objectives

To provide Unitholders with: (i) the opportunity for long term capital growth, (ii) quarterly distributions, and (iii) lower overall volatility of portfolio returns than would be experienced by owning securities of Agribusiness Issuers directly.

Strategy

The Fund invests in a portfolio of publicly-listed securities of issuers engaged in various aspects of agriculture, including food production, agriculture equipment and sales, fertilizers, seed and specialty chemicals and agriculture infrastructure, agriculture technology and biotechnology related to the agribusiness industry.
Coxe Advisors LLP

The Fund's Portfolio Advisor, Coxe Advisors LLP, provides periodic general global market commentary on its website. If you are interested, you can find out more about Don Coxe's economic outlook and investment view of the global markets at http://coxeadvisors.com/Don_Coxe_-_Coxe_Advisors/Home.html

The Coxe Advisors LLP website is not a BMO Financial Group website. BMO Financial Group does not control, endorse, or guarantee content found on such external websites, and BMO Financial Group has not independently verified or confirmed any information contained therein. Links and access to these external websites are provided for your convenience only. Any views or opinions expressed therein do not necessarily reflect the views of and may differ from the views of Bank of Montreal and any of its affiliates and from the views of other professionals within the BMO Financial Group.

Fund Details As of March 24, 2017
Portfolio Manager BMO Asset Management Corp.
Manager BMO Nesbitt Burns Inc.
TSX Ticker CAG.UN
NAV Historical NAV
As of October 18, 2016
$7.8717
Indicative Yield (%) View
Total Distributions Paid
Historical Distributions
$2.3500
Market Cap ($MM) View
Premium (Discount) to NAV View
Inception Date July 19, 2011
Past performance data for this fund may not be disclosed until the fund has exceeded one year of history.
Portfolio BreakdownAs of January 01, 2001
Portfolio Breakdown Image