View our corporate reports, management statements and complaints report
| Date
|
Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|---|
| 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 4, 2020 | F&C Asset Management Pension Plan - Statement of the Trustees' Investment Principles ("SIP") | Regulatory Documents | - | 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 |
| 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 |
| May 13, 2019 | Thames River Capital LLP - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Execution Report | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO RTS28 Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Produtos de índices cotados | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Instrumentos de dívida_Obrigações | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Instrumentos de capital_Bandas de liquidez 5 e 6 | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados titularizados_Warrants e derivados de certificados | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados titularizados_Outros derivados titularizados | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados sobre taxas de juro_Futuros e opções admitidos à negociação numa plataforma de negociação | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados sobre divisas_Swaps, contratos a prazo e outros derivados sobre divisas | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados sobre divisas_Futuros e opções admitidos à negociação numa plataforma de negociação | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO Portugal RTS 28 2018 - Derivados de acções_Opções e futuros admitidos à negociação numa plataforma de negociação | Regulatory Documents | - | View Download |
| May 1, 2019 | Thames River Capital LLP - Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| April 30, 2019 | RTS-28 Identidade e Qualidade de Plataformas de Execução - BMO Portugal, Gestão de Patrimónios S.A (2018) | Regulatory Documents | - | View Download |
| April 15, 2019 | BMO Global Asset Management appoints Stewart Bennett to lead new Global Alternatives offering | Press Release | - | View Download |
| April 15, 2019 | Capital requirements directive - pillar 3 disclosure 2019 | Pillar 3 Disclosure | - | View Download |
| March 4, 2019 | BMO Global Asset Management (EMEA) – Investment2020 apprentices | - | - | View Download |
| February 13, 2019 | Bank of Montreal (BMO) – job applicant personal information privacy notice | - | - | View Download |
| February 8, 2019 | Relatório e Contas 2018 | Regulatory Documents | - | View Download |
| February 8, 2019 | Declaração relativa à Política de Remuneração 2018 | Regulatory Documents | - | View Download |
| February 8, 2019 | Balanço em 30 de Setembro de 2018 | Regulatory Documents | - | View Download |
| January 23, 2019 | BMO Announces Appointment of Kristi Mitchem as CEO, BMO Global Asset Management | Press Release | - | View Download |
| November 19, 2018 | BMO Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | Thames River Capital LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | LGM Investments Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Fund Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Netherlands B.V. RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO AM Multi-Manager LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Investment Business Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 8, 2018 | Complaints publication report (1 November 2017 – 30 April 2018) | Complaints Publication Report | - | 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.