BMO Capital and Income Investment Trust PLC

Julian Cane

Director, Portfolio Manager, UK Equities

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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 0.58%* represents very good value for Shareholders.

Annual General Meeting (AGM) – February 2021

The Annual General Meeting for BMO Capital and Income Investment Trust PLC was held at 11:30 on 16 February 2021. Due to current restrictions and social distancing measures Shareholders were not permitted to attend this year’s AGM physically but were able to view proceedings at the meeting electronically. Find out more about the Lead Manager’s AGM presentation, FAQs and resolutions.

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