View our corporate reports, management statements and complaints report
| Date
|
Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|---|
| May 20, 2021 | F&C Asset Management Pension Plan - Statement of the Trustees' Investment Principles ("SIP") | Regulatory Documents | - | View Download |
| April 30, 2021 | Thames River Capital LLP - Order Placement Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | LGM Investments Limited - Order Placement Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | BMO Asset Management Netherlands BV - Order Placement Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | BMO Asset Management Limited - Order Placement Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | BMO Asset Management Limited - Order Execution Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | BMO AM Multi-Manager LLP - Order Placement Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | Annual Trade Execution Report 2020 | Regulatory Documents | - | View Download |
| April 30, 2021 | Capital requirements directive - pillar 3 disclosure 2020 | Pillar 3 Disclosure | - | View Download |
| March 31, 2021 | Reporting Fund Status - BMO Investments (Lux) I Fund | Reports | - | View Download |
| March 5, 2021 | BMO Investments (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 5, 2021 | BMO Investments II (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 5, 2021 | BMO Investments III (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 3, 2021 | BMO Global Asset Management - Remuneration Policy | Policies | - | View Download |
| February 26, 2021 | BMO Global Asset Management - Principal Adverse Sustainability Impacts Statement | Policies | - | View Download |
| February 26, 2021 | BMO Global Asset Management - Sustainability Risk Policy | Policies | - | View Download |
| October 15, 2020 | BMO Global Asset Management - IBOR Transition | Announcements | - | View Download |
| October 8, 2020 | BMO Global Asset Management (EMEA) Order Execution Policy | Policies | - | View Download |
| September 14, 2020 | Pyrford International - BMO Investments (Ireland) plc Interim Report and Condensed Unaudited Financial Statements | Regulatory Documents | - | View Download |
| August 19, 2020 | BMO Global Asset Management UN PRI Assessment Results 2020 | - | Responsible | View Download |
| August 5, 2020 | Monthly update – BMO Sustainable Multi-Asset Income Fund | - | - | View Download |
| July 29, 2020 | Responsible Global Emerging Markets Strategy | Sales Aid | - | View Download |
| July 15, 2020 | Our expectations on environmental practices | Policies | - | View Download |
| June 22, 2020 | Pyrford International - Proxy Voting Policy | Policies | - | View Download |
| June 22, 2020 | Pyrford International - Stewardship Statement | Policies | - | View Download |
| June 22, 2020 | Pyrford International - PRI Formal Assessment Report | Reports | - | View Download |
| June 22, 2020 | Pyrford International - Annual Submission to PRI | Reports | - | View Download |
| June 22, 2020 | Pyrford International - Annual ESG Report | Reports | - | View Download |
| June 17, 2020 | BMO Responsible Global Emerging Markets Equity Strategy - ESG Profile and Impact Report 2020 | - | - | View Download |
| June 15, 2020 | BMO Asset Management Corp. – Form CRS | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - GDPR Privacy Statement | Policies | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - German Country Supplement | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - German Consolidated Prospectus | Prospectus | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Austrian Country Supplement | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc United Kingdom Supplement | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Luxembourg Country Supplement | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Swiss Extract Prospectus | Prospectus | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Additional Information for Investors in Switzerland | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Remuneration Policy | Policies | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Prospectus | Prospectus | - | View Download |
| June 3, 2020 | Pyrford International - BMO Investments (Ireland) plc - Financial Statements | Annual Report | - | View Download |
| June 3, 2020 | Pyrford International - Best Execution Report and Top 5 Venues (RTS 28) - 2018 | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - Order Execution and Allocation Policy | Policies | - | View Download |
| June 3, 2020 | Pyrford International - Conflicts of Interest Policy | Policies | - | View Download |
| June 3, 2020 | Pyrford International - German Tax Report - As of December 2017 | Regulatory Documents | - | View Download |
| June 3, 2020 | Pyrford International - German Tax Reporting - Confirmation | Regulatory Documents | - | View Download |
| June 3, 2020 | Market Risk Report - BMO Global Low Volatility Alpha Equity Fund - Class B EUR Accumulating | Regulatory Documents | - | View Download |
| June 3, 2020 | Market Risk Report - Pyrford Global Total Return (Sterling) Fund - Class C Distributing | Regulatory Documents | - | View Download |
| June 3, 2020 | Market Risk Report - Pyrford Global Total Return (Sterling) Fund - Class B Distributing | Regulatory Documents | - | View Download |
| June 3, 2020 | Market Risk Report - Pyrford Global Total Return (Sterling) Fund - Class B Accumulating | Regulatory Documents | - | View Download |
| June 3, 2020 | Market Risk Report - Pyrford Global Total Return (Sterling) Fund | Regulatory Documents | - | View Download |
| May 22, 2020 | BMO Investments Ireland plc Prospectus | - | - | View Download |
| May 1, 2020 | BMO Investments (Ireland) plc Annual Report and Audited Financial Statements | Annual Report | Pyrford | View Download |
| April 29, 2020 | Thames River Capital LLP - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | Thames River Capital LLP - Annual Trade Execution Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | LGM Investments Limited - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Netherlands BV - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Limited - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Limited - Order Execution Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO AM Multi-Manager LLP - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | Annual Trade Execution Report 2019 | Regulatory Documents | - | View Download |
| April 28, 2020 | Pyrford International - Best Execution Report and Top 5 Venues - RTS 28 - 2019 Calendar Year | Regulatory Documents | - | View Download |
| April 24, 2020 | Capital requirements directive - pillar 3 disclosure 2019 | Pillar 3 Disclosure | - | View Download |
| April 4, 2020 | Modern Slavery and Human Trafficking Statement | Regulatory Documents | - | View Download |
| March 30, 2020 | BMO Asset Management Corp. Form ADV 2A – 2020 Brochure | Regulatory Documents | - | View Download |
| March 5, 2020 | Sustainable Development Goals: A framework for investors | ESG Viewpoint | Responsible | View Download |
| March 5, 2020 | ESG Viewpoint: Advancing SDGs through engagement | ESG Viewpoint | Responsible | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Svenska | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Klasse A USD Accumulating - Norsk | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Nederlands | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Nederlands | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Euro Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class D USD Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class B Euro Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C USD Accumulating - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Distributing - Italiano | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Euro Accumulating - Français | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Français | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Français | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Français | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Français | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Suomi | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Suomi | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Suomi | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Español | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Español | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Español | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Español | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Euro Fund - Class A Euro Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class B Euro Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Sterling Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Euro Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Distributing - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class B Euro Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C USD Accumulating - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Distributing - Switzerland - English | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Distributing - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class B Euro Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C USD Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Distributing - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Euro Accumulating - Switzerland - Deutsche | KIID | - | View Download |
| February 13, 2020 | Pyrford Shariah Global Equity Fund - Class A USD Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford International EAFE Equity Fund - Class A USD Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class W Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class I Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C USD Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Distributing | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Stg Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class C Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Distributing | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class B Stg Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Sterling Fund - Class A Stg Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Total Return Euro Fund - Class A Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Equity USD Fund - Class A USD Distributing | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Equity Sterling Fund - Class A Stg Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Global Equity Euro Fund - Class A Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | Pyrford Asia Pacific ex-Japan Equity Fund - Class A USD Accumulating | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class D USD Accumulating | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class B Euro Accumulating | KIID | - | View Download |
| February 13, 2020 | BMO Global Low Volatility Alpha Equity Fund - Class A USD Accumulating | KIID | - | View Download |
Risk Disclaimer
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. Past performance should not be seen as an indication of future performance.