Multi-Asset

Artboard 5 copy 3

BMO’s multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals. Our teams work to achieve the right balance between managing risks and grasping opportunities – both elements are important as we work to deliver the outcomes our clients seek.

The principle of diversification is a powerful one and each of our portfolios is made up of a blend of different asset types. Active management is key and strategic and tactical asset allocation as well as the selection of individual portfolio components all play a role.

Our multi-asset range includes risk-managed options providing scope for clear alignment with individual risk profiles as well as funds seeking to provide above inflation total returns.

Risk Disclaimer:

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Our flagship strategy aims to deliver cash plus 4% pa over the medium term with a distinct focus on managing downside risk.

Our approach offers investors the simplicity of a single strategy, incorporating asset allocation and diversification for a best practice solution for your growth assets.

There is no guarantee that the strategy’s aim will be achieved and capital is at risk.

How the strategy is run

Allocating to both traditional assets and alternatives allows the multi-asset team to access a wide range of return drivers. This gives two benefits:

 

  1. By reducing the reliance on a small number of asset classes it gives us greater opportunity to deliver consistent returns through time.
  2. As assets are lowly correlated the volatility of portfolio returns is also reduced. This means that our investors can have greater peace of mind.
Graph representing the strategy to access a wide range of return drivers.
Team

Contact Us

Our institutional team is here to help you.

Multi-Asset Insights

Responsible Investment
People hiking in the mountains
3 min read
April 2022

Principles for carbon offsetting

Many net zero commitments made by companies either implicitly or explicitly rely on carbon ‘offsetting’. We outline our principles on when companies should use carbon offsets and explore our engagement with businesses, especially in high impact sectors.
Global Equities
Woman holding cellphone
8 min read
April 2022

The digitalisation of everything

Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Real Estate - Direct
A housing estate of identical beige houses with solar panels on the roofs
2 min read
February 2022

BMO Real Estate Partners – Applying ESG in Residential Strategies

Please read our most recent White Paper, written by our specialists
BMO 5,600 sqm property at Paviljoensgracht 1-3 in The Hague -

BMO Real Estate Partners launches Europe Residential Fund with first acquisition in The Hague

The strategy will invest in mid-market and affordable residential real estate as well as senior living in metropolitan regions.
Multi-Asset
data analyst presenting charts in a meeting room to others
6 min watch
March 2022

Weekly review: will the equity rally be sustained?

The news from Ukraine has been almost unbearable, and for the people of Ukraine, with no choice in the matter, truly awful.
Responsible Investment
Kyiv city view
3 min read
March 2022

Russia’s war on Ukraine

Being an Active Owner in times of conflict. How and why we’re engaging with companies with exposure to Russia and Ukraine.
Responsible Investment
Man walking in the forest
2 min read
March 2022

Nature as an ally: tackling the climate-nature nexus

We explore how nature can be a powerful ally in the fight against climate change.
Multi-Asset
Office workes looking at a laptop computer screen
6 min watch
March 2022

Weekly review: High inflation and fears of recession – a tough background for markets

The news from Ukraine has been almost unbearable, and for the people of Ukraine, with no choice in the matter, truly awful.
Multi-Asset
Gas pipe covered with snow-
6 min watch
March 2022

Weekly review: Can equities survive without Russian energy?

Oil prices may have risen steeply but natural gas prices in Europe have increased even faster. Doubling over the last week.
View more