BMO Capital and Income Investment Trust PLC

Julian Cane

Director, Portfolio Manager, UK Equities

View Bio

The 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:

  • Dividends increased annually since launch in 1992, paid quarterly and grown significantly faster than inflation
  • Diversified portfolio focusing on well-established UK companies
  • Targets long-term capital and income growth.


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.

Investment Risks

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

Fund Facts and Key Dates

Fund Facts

Investment manager

BMO Investment Business Limited


FTSE All-Share Index

AIC sector

UK Growth and Income

Launch date


Total assets

£297.0 million (as at 31.08.2020)







Ticker symbol

Key Dates

Annual general meeting


Year end

30 September

Dividends paid

March, June, September, December (Quarterly)

Results announced

May (half yearly) November (final)

The Board

Jonathan Cartwright
Jonathan was appointed to the Board on 26 November 2019 and became Chairman with effect from 1 April 2020. He is chairman of the Income & Growth VCT PLC and a non-executive director of British Smaller Companies VCT PLC and Tennants Consolidated Limited.  He was also chairman of Blackrock Income and Growth Investment Trust PLC.  He qualified as a chartered accountant with KPMG and thereafter held the role of group financial controller at Hanson PLC. He moved to Caledonia Investments PLC where he became Finance Director and retired in 2009 after 20 years’ service.
Sharon Brown
Non-Executive Director
Sharon was appointed to the Board on 16 September 2013. Other board roles include being non-executive director and chairman of the audit committees of Fidelity Special Values plc, Celtic plc and McColls Retail Group plc. She is also a non executive director of Jupiter European Opportunities Trust PLC and Baillie Gifford Japan Trust plc. She also holds directorships in The Crieff Food Company Limited and Tomorrow's People Trust Limited. Sharon was the finance director and company secretary of Dobbies Garden Centres. She is a fellow of the Institute of Chartered Management Accountants.
Tim Scholefield
Non-Executive Director
Tim was appointed to the Board on 25 November 2014. He is chairman of City Merchants High Yield Ltd and a non-executive director of Fidelity Asian Values PLC and Standard Life UK Smaller Companies Trust PLC. He has 29 years of investment experience, including his role as Head of Equities at Baring Asset Management until April 2014.
Clare Dobie
Non-Executive Director
Appointed to the Board on 16 July 2012. She is a non-executive director of Aberdeen New Thai Investment Trust PLC, Alliance Trust PLC and Schroder UK Mid Cap Fund PLC. She also ran her own marketing consultancy until 2015. Clare began her career as a financial journalist, working at the Times and The Independent, where she was city editor, before moving on to head of clients at Barclays Global Investors and head of Marketing at GAM.
Jane Lewis
Non-Executive Director
Jane was appointed to the board on 24 November 2015. She is a non-executive director of BlackRock World Mining Trust PLC, Invesco Perpetual UK Smaller Companies PLC, Scottish Investment Trust PLC and Majedie Investments plc. She was a Director of Corporate Finance and Broking at Winterflood Investment Trusts until August 2013. Prior to this she worked at Henderson Global Investors and Gartmore Investment Management Limited in investment trust business development and at WestLB Panmure as an investment trust broker.

How to invest

Invest with BMO

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.

Invest with a broker

You can invest through your usual financial adviser, or through a wide range of companies.


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.