We offer a broad and complementary range of investment funds. As well as the core asset classes of fixed income, equities, property and multi-manager, we also provide ethical and alternative strategies and specialist investment boutiques.
Risk-targeted and outcome orientated multi-manager fund ranges to meet the needs of your clients and business.
Up to date pricing and performance for our range of funds.
Current views from our fund managers and our latest webinars
News & Views
Please read this section carefully, as it details the terms and
conditions of using our website ("BMO Global Asset Management Website",
“BMO Website”, or the "Website") and by using any part of the Website,
you agree to these terms. We keep our terms and conditions under regular
review to ensure they remain relevant and up to date, and therefore
reserve the right to amend them at any time. The latest version will
always be made available for you to view here on our Website.
This Website is operated by BMO Global Asset Management a trading
name of F&C Management Limited, which is authorised and regulated by
the Financial Conduct Authority (Reference No.119230) (www.fca.org.uk)
and registered in England and Wales (Company Registration No. 517895).
Its registered address is at Exchange House, Primrose Street, London
EC2A 2NY, VAT No: GB 945 6754 80. General enquiries about this Website
should be sent to email@example.com. This email address should not be used for any enquiries relating to investments.
Your privacy is important to BMO Global Asset Management (“BMO” or "we” or "us"). Please read our privacy and cookies policy to better understand how we use your personal information.
The information on this Website is not intended to, nor does it,
create any contract or any other legal rights or obligations between us,
nor does it create any legal obligations on the part of any other
member of BMO.
It is important to ensure that you are within the correct section of
this Website, relevant to your country of residence and/or investor
status before proceeding further. As products and services mentioned on
this Website are subject to local legal and/or regulatory requirements
in applicable countries and may not be available in all countries,
visitors are not permitted to access sections or view content not aimed
at their country of residence and/or investor status.
The products and services described on this Website are only
registered for distribution in certain countries. Please ensure, prior
to considering investment in any products or receipt of any services
detailed on this Website, that they are available in your country of
residence and that you are eligible to undertake such an investment or
receive such service. For the avoidance of doubt, none of the investment
products detailed on this Website have been registered under the United
States Securities Act of 1933, and are not offered or available to be
sold in the United States or to United States citizens and residents.
Equally, the investment products are not offered to any other person in
any country where offering or selling such products is contrary to the
local law or regulation.
Nothing on this Website should be taken as being an offer to sell or
invite an offer to purchase any products where it would be illegal to do
so. Information from this Website must not be issued in any country
where prohibited by local law or regulation and must not be used in any
way that would be contrary to local law or regulation. Specifically, the
products and services mentioned on this Website must not be promoted in
any country where this would not be permitted, nor must any information
contained herein be directed at investors who are not permitted to
invest in, distribute, market or otherwise offer (or be the recipients
of materials or offers to do the same) the products and services
mentioned on this Website.
Please remember that past performance is not a guide to future
results. The value and any income derived from investments can go down
as well as up and may be affected by exchange rate fluctuations.
Therefore, investors may not get back the full amount invested.
Applications to invest in any investment product referred to on this
Website, must only be made on the basis of the offer document relating
to the specific investment product which will be provided or made
available, as appropriate, no later than at the time of investment.
Depending on your individual circumstances, the investment products
and services described in this Website may have tax consequences, and
tax rules may change in the future. If you are at all unsure as to the
potential tax implications of investing in any investment product or
receiving any service described in this Website, please consult a
specialist tax adviser before investing.
This Website is protected by copyright. The use, publication or
redistribution of any trademarks and logos displayed on this Website, or
any of the information contained within this Website without the prior
written consent of BMO is strictly prohibited.
We make every reasonable effort to maintain the availability of this
Website; however this cannot be guaranteed. This Website may also change
from time to time and therefore the continuation of the information
provided through it cannot be guaranteed.
As you would expect, we use all reasonable skill and care in
compiling and maintaining the information contained on this Website.
However no promise is given, either express or implied, as to the
accuracy, reliability, timeliness or completeness of the information. No
liability is assumed by BMO for any use, or misuse, of the information
presented on this Website. We also take all reasonable steps to ensure
the security of the Website and any personal information provided to us
through the Website; however due to the nature of the internet we cannot
BMO accepts no responsibility for the content of any external
websites linked to the Website, or any products or services offered
through such external websites. The use of any external websites is
therefore undertaken at your own risk.
BMO makes no representation as to the accuracy, completeness,
timeliness or suitability of any information contained or linked to on
this Website that is provided to BMO by third parties. We will not
review or update such information on an ongoing basis and therefore any
use made of third party information contained within our Website is also
at your own risk.
This website may contain FTSE, Morningstar and S&P data.
“Source: FTSE International Limited (“FTSE”) © FTSE 2015. “FTSE®” is a
trademark of the London Stock Exchange Group companies and is used by
FTSE International Limited under licence. All rights in the FTSE indices
and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor
its licensors accept any liability for any errors or omissions in the
FTSE indices and/or FTSE ratings or underlying data. No further
distribution of FTSE Data is permitted without FTSE’s express written
“©2015 Morningstar. All Rights Reserved. The information, data,
analyses, and opinions contained herein (1) include the proprietary
information of Morningstar, (2) may not be copied or redistributed, (3)
do not constitute investment advice, (4) are provided solely for
informational purposes, (5) are not warranted to be complete, accurate
or timely; and (6) may be drawn from fund data published on various
dates. Morningstar shall not be responsible for any trading decisions,
damages, or other losses resulting from information or its use. Please
verify all of the information before using it and do not make any
investment decision except upon advice of a professional financial
adviser. Past performance is no guarantee of future results. The value
and income derived from investments may go down as well as up.”
“Copyright © 2015, S&P Capital IQ (and its affiliates, as
applicable). This may contain information obtained from third parties,
including ratings from credit ratings agencies such as Standard &
Poor’s. Reproduction and distribution of third party content in any form
is prohibited except with the prior written permission of the related
third party. Third party content providers do not guarantee the
accuracy, completeness, timeliness or availability of any information,
including ratings, and are not responsible for any errors or omissions
(negligent or otherwise), regardless of the cause, or for the results
obtained from the use of such content.”
“Source: MSCI. The MSCI data is comprised of a custom index
calculated by MSCI for, and as requested by F&C Management Limited.
The MSCI data is for internal use only and may not be redistributed or
used in connection with creating or offering any securities, financial
products or indices. Neither MSCI nor any other third party involved in
or related to compiling, computing or creating the MSCI data (the “MSCI
Parties”) makes any express or implied warranties or representations
with respect to such data (or the results to be obtained by the use
thereof), and the MSCI Parties hereby expressly disclaim all warranties
of originality, accuracy, completeness, merchantability or fitness for a
particular purpose with respect to such data. Without limiting any of
the foregoing, in no event shall any of the MSCI Parties have any
liability for any direct, indirect, special, punitive, consequential or
any other damages (including lost profits) even if notified of the
possibility of such damages.”
“Source: MSCI. The MSCI information may only be used for your
internal use, many not be reproduced or redisseminated in any form and
may not be used as a basis for or a component of any financial
instruments or products or indices. None of the MSCI information is
intended to constitute investment advice or a recommendation to make (or
refrained from making) any kind of investment decision and may not be
relied on as such. Historical data and analysis should not be taken as
an indication or guarantee of any future performance analysis, forecast
or prediction. The MSCI information is provided on an “as is” basis and
the user of this information assumes the entire risk of any use made of
this information. MSCI, each of its affiliates and each other person
involved or related to compiling, computing or creating any MSCI
information (collectively the “MSCI Parties”) expressly disclaims all
warranties (including, without limitation, any warranties of
originality, accuracy, completeness, timeliness, non-infringement,
merchantability and fitness for a particular purpose) with respect to
the information. Without limiting any of the foregoing, in no event
shall any MSCI Party have any liability for any direct, indirect,
special, incidental, punitive, consequential (including, without
limitation, lost profits) or any other damages. (www.msci.com)
Email is not guaranteed and therefore is not a secure method of
communication. BMO does not guarantee that any e-mails sent by you over
the internet will be received by us, nor can we guarantee the privacy
and/or security of e-mails or data contained in any e-mails including,
but not limited to, emails containing confidential information or
instructions directed to any member of BMO.
This Website is hosted in the UK and operated to comply with the laws
of England and Wales. All visits, content and use of the Website, as
well as these Terms and Conditions, are subject to, and governed by, the
laws of England and Wales. If any dispute arises from your use of the
Website or any of the information on or included within it, you
therefore agree to submit to the exclusive jurisdiction of the Courts of
England and Wales.
F&C Management Limited is a member of the F&C Group which is
wholly owned by the Bank of Montreal. BMO Global Asset Management is a
trading name for the F&C Group and its members. The F&C Group
contains a number of other UK regulated subsidiary companies and
subsidiary undertakings, including the following:
F&C Managers Limited
F&C Asset Managers Limited
F&C Fund Management Limited
F&C Investment Business Limited
F&C Property Asset Management plc
Thames River Capital LLP**
Thames River Multi-Capital LLP
*'Ex House' denotes Exchange House, Primrose Street, London EC2A 2NY and '6th Flr, Quartermile 4, 7a Nightingale Way, Edinburgh EH3 9EG.
**F&C Management Limited (CRD number 111598) and Thames River
Capital LLP (CRD number 156432) are also registered as investment
advisers in the US by the SEC.
The F&C Group also contains a number of overseas regulated
subsidiary companies: F&C Netherlands B.V., registered in Utrecht,
which is regulated by The Netherlands Authority for the Financial
Markets (Autoriteit Financiele Markten; the "AFM") and the Dutch Central
Bank (De Nederlandsche Bank; "DNB"); and F&C Portugal, Gestão de
Patrimónios, S.A., registered in Lisbon, which is regulated by the Banco
de Portugal and by the Comissão do Mercado de Valores Mobiliários
® F&C, F&C Monogram, F&C Investments Monogram, F&C
Investments, FANDC, FandC, fandc, Thames River, Thames River Capital and
BMO Global Asset Management are registered trademarks of F&C
For professional investors only. Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product.
I have read and accept the terms and conditions of this site
Remember my choice
By using the site you are accepting this policy.