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October 1, 2016

Coxe Commodity Strategy Fund &
Coxe Global Agribusiness Income Fund
have been closed

 
For Official Fund information, including prospectus, news releases, fund reports and financial statements, please visit the BMO Capital Markets website

YTD Indicative performance – on Bloomberg:
Coxe Commodity Strategy Fund click here
Coxe Global Agribusiness Income Fund click here


Commodity and Portfolio Updates

August 11, 2016

The Return Of The Coxe Commodity Strategy Fund To Outperformance
A Review Of The Global Capital Markets
Commodities
Our Outlook


For official Fund information, including prospectus, news releases, fund reports and financial statements, please visit the BMO Capital Markets website…

For the Coxe Commodity Strategy Fund, click here

Objectives

To provide investors with long-term capital growth by executing the commodity investment strategies of Donald G.M. Coxe.

Strategy

The Fund invests in an actively managed portfolio consisting primarily of equity securities. The Fund provides exposures to commodity-related securities in the agriculture, base metals & steel, energy and precious metals sectors.

For the Coxe Global Agribusiness Income Fund, click here

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.

Don Coxe’s approach to investing for the Funds:

We believe that investing in a portfolio of equities rather than directly in commodities may be preferable because equities are operationally leveraged to rising commodity prices and may offer higher potential return due to greater transparency, lower volatility, increased liquidity, and the ability for management to add value to create incremental return.

We use a combination of top-down macroeconomic thematic research with fundamental analysis to identify attractive investment opportunities. Global investment themes and sector weightings are selected according to a resource-driven philosophy rather than a street-driven philosophy.

We believe that continued strong demand for global commodities will be driven by the needs of the growing middle class of the developing and emerging market economies.

Agriculture

which includes companies providing inputs and services to farming such as fertilizer, seeds, farm equipment, irrigation, agricultural chemical, and transportation, and primary producers such as meat and dairy farmers.

Base Metals & Steel

which includes mining companies that focus on minerals other than precious metals, and steel companies.

Energy

which includes oil and gas producers, integrated oil companies and refiners, drillers, oil service and geophysical companies, producers of coal and uranium, and pipelines.

Precious Metals

which includes mining companies that focus on gold and/or silver, but may include companies producing diamonds, platinum, and palladium, and exchange-traded funds investing in precious metals.