About BMO

Managing clients money since 1817

We’re committed to helping you achieve your goals

At BMO we invest with a purpose – to boldly grow the good. Our focus is simple: to help our clients meet their investment goals, while also building a more sustainable and secure future for us all.

This ambition isn’t new. We can trace it through a heritage that spans back to the launch of the world’s oldest collective investment fund vehicle 150 years ago. This fund made investing more accessible to individual investors and we are proud to still mange it today.

We understand that each of our investors has individual circumstances, together with specific needs and requirements. Our job is to consider these and deliver their desired outcomes. Doing this well, in a fast moving and interconnected world, requires both a global perspective and an appreciation of local circumstances.

Over 150 years of investment trusts

We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment fund launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.

1868

F&C Investment Trust founded

1889

BMO Global Smaller Companies founded

1905

TR Property Trust founded

1972

European Assets Trust founded

1992

BMO Capital & Income Trust founded

2001

BMO Private Equity Trust founded

2004

BMO Real Estate Investments founded

2005

BMO Commercial Property Trust founded

2007

BMO UK High Income Trust founded

2008

BMO Managed Portfolio Trust founded

2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

1868

F&C Investment Trust founded

1889

BMO Global Smaller Companies founded

1905

TR Property Trust founded

1972

European Assets Trust founded

1992

BMO Capital & Income Trust founded

2001

BMO Private Equity Trust founded

2004

BMO Real Estate Investments founded

2005

BMO Commercial Property Trust founded

2007

BMO UK High Income Trust founded

2008

BMO Managed Portfolio Trust founded

2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

A strong parent company – BMO Financial Group

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

Everything we do is focused on building, investing and transforming how we work to drive progress alongside profit and create value that extends far beyond the bottom line.

*Source: BMO 202nd Annual Report 2019

Employees globally

$
billion

in total assets

year

Dividend record – the longest in Canada

2019 World’s Most Ethical Companies Ethisphere Institute – recognised for the 2nd year running*

2019 Bloomberg Gender-Equality index for the 4th year running**

America’s Best Employers for Women 2019 – recognised by Forbes magazine***

Our commitment to sustainable investing

Our heritage and commitment to ESG investing runs deep. We take our responsibility seriously and that includes considering the impact of our investments on society and environment. 

Our approach is an active one. We contribute to public policy development and engage with companies on ESG matters. And we express our views and perspectives through voting and thought leadership as well as working to ensure that ESG analysis is integrated across our broader investment processes. 

In 2018 we were awarded the ‘Best ESG Research Team’ at the Investment Week, Sustainable & ESG Investment Awards and the ‘Best ESG reporting by an asset or fund manager: large’ at the Environmental Finance Sustainable Investment Awards.

What we offer

At BMO, we offer five investment plans and 10 Investments Trusts, each with different objectives and geographical specialisms. Choose the right plan and trust(s) that suits your investment goals.

UK & Europe

Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.

Globally

With a global portfolio, an investment specialist draws on the best ideas from around the world and selects companies that are best-in-class globally.

Property

Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.

Our Awards

Past performance should not be seen as an indication of future performance.

ESG research of the year award – BMO

Environmental Finance’s Sustainable
Investment Awards 2020

Best ESG/SRI/Impact Research Team

Investment Week, Sustainable & ESG Investment Awards 2019

Best Investment Trust
(F&C Investment Trust)*

Investors Chronicle – Investment and Wealth Management Awards 2018

Introducing the BMO UK App

We’re excited to announce the launch of our brand new app. Click here to download the app or search ‘BMO UK‘ on the Apple App Store to give you access to all of the below from your mobile or tablet:

  • View valuation and summary of accounts held
  • Retrieve account and fund information
  • View transaction history
  • View account cash holdings and balances
  • View remaining ISA/JISA subscription allowances
  • View primary contact details

Please note, further upgrades will be coming to the app and it will be available on the Google Play Store soon.

Got questions?

Get in touch today

Frequently Asked Questions

Glossary

Careers at BMO

Visit our careers page to apply for a role and find out what it’s like to work at BMO, from the perspective of recent Graduates and apprentices on our Investment 2020 scheme.

Follow us on Facebook

Follow our Facebook channel for up to date market news and product information.

*For the second year in a row, BMO has been recognized as one of the 2019 World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. Ethisphere focuses on five key areas of evaluation in its selection process: governance, a culture of ethics, leadership and reputation, ethics and compliance programs, and corporate citizenship and responsibility.

**BMO Financial Group has been included in the Bloomberg Gender-Equality Index (GEI) for the fifth year in a row. The global index recognizes companies committed to gender equality and inclusivity within the workplace and the community, and publicly demonstrates each company’s commitment to equality and advancing women. This year, the index has expanded to include nearly 6,000 companies across 84 countries.

***BMO Harris Bank has been recognized by Forbes Magazine as one of  America’s Best Employers for Women in 2019. The list was compiled by surveying 60,000 U.S. employees – including more than 40,000 women – working for companies employing at least 1,000 people.

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.