Julian Cane
Director, Portfolio Manager, UK Equities
View BioThe BMO Capital and Income Investment Trust PLC offers the best of both worlds; the potential for long-term capital growth and a regular, growing income.
Highlights of the BMO Capital and Income Investment Trust PLC:
Focused on generating capital growth and an attractive income.
The Company seeks to achieve this objective by investing in companies which have good long-term prospects with attractive returns on invested capital, but whose share prices may not fully reflect this. This could be because of adverse sentiment, possibly from short-term difficulties, or simply because they are unfashionable. Many of the stocks purchased have a higher than average dividend yield.
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater
Investment manager |
BMO Investment Business Limited |
Benchmark |
FTSE All-Share Index |
AIC sector |
UK Growth and Income |
Launch date |
1992 |
Total assets |
£336.5 million (as at 31.12.2020) |
Currency |
Sterling |
ISIN |
GB0003463287 |
SEDOL |
346328 |
Ticker symbol |
BCI |
Annual general meeting |
February |
Year end |
30 September |
Dividends paid |
March, June, September, December (Quarterly) |
Results announced |
May (half yearly) November (final) |
BMO offer a range of plans designed to meet different investment goals and help you make your money work harder.
As with all investments, you need to be comfortable that you may not get back the original amount invested.
Opening a BMO plan is easy.
Choose your perfect plan.
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.