The Trust looks to generate long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. Our well-diversified portfolio has outperformed its benchmark over the long term under Julian Cane, our Fund Manager for over 20 years. A recognised “AIC Dividend Hero”, our dividend has increased every year since launch in 1992 and grown at more than twice the rate of inflation. Dividends are paid at the end of each calendar quarter. Investor demand remains strong and the Company continues to grow through regular new share issues. Our ongoing Charges of only 0.59% (year ended 30 September 2021) represents very good value for Shareholders.
Invest with BMO
BMO offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.
Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.
There are no dealing charges on investments made online or through a monthly direct debit.
Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not 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 advice before proceeding further with such product.