Simon Holmes
Director, Portfolio Manager, Multi Asset Solutions
As well as wanting to align financial decisions with their values, many people recognise that adopting a more sustainable approach makes sense from an investment perspective too. Investors want both positive investments and positive change for the world we all live in. At BMO Global Asset Management, our expertise enables us to offer the best of both worlds.
The BMO Sustainable Multi-Asset Income Fund is designed to offer investors reliable distribution payments together with scope for capital growth through an actively and responsibly managed Multi-Asset portfolio.
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.
Screening out sectors or companies may result in less diversification and hence more volatility in investment values.
Our aim is the best of both worlds: to meet your investment goals and to make a positive contribution to a more sustainable world.
Simon Holmes, Director, Multi-Asset Solutions
Actively managed Multi-Asset portfolio
A blend of traditional and alternative assets
Aiming for two distributions per year
Sustainable approach to investment
Source: BMO Global Asset Management, 30-Sep-19, for illustrative purposes only
The portfolio draws on multiple layers of expertise and resource including our Multi-Asset, asset class and responsible investment specialists. Day-to-day, the portfolio is managed by our Multi-Asset team. They are responsible for asset allocation decisions and work to ensure that the fund is best positioned from both strategic (long-term) and tactical (short-term) perspectives.
Avoid assets with damaging or unsustainable business practices
Select assets that make a positive contribution to society and the environment
Encourage best practice management of ESG issues through engagement and voting
Source: BMO Global Asset Management. For illustrative purposes only.
Within underlying asset classes our investment specialists seek to identify the best opportunities. When picking stocks, they implement clear screening criteria around defined product and conduct-based criteria. As well as avoiding damaging or unsustainable practices they also aim to emphasise those that make a more positive contribution. The portfolio targets predominantly direct holdings to allow high level of engagement.
people across
investment teams managing
AUM across
*As at 31-Aug-19
ESG strategies and
in responsible engagement overlay (reo®)
**As at 30-Jun-19
Pioneering sustainable investment for 30+ years. In 1984 BMO Global Asset Management launched the first retail ethical fund in Europe
ESG policy reviewed by independent Responsible Investment Advisory Council
Award winning reporting of engagements and links to UN Sustainable Development Goals (SDGs)
Within the portfolio, we seek to avoid investment in companies that are doing harm whilst emphasising those helping the world meet the sustainability challenges it faces. In addition, we aim to drive positive improvement through active ownership.
Alice Evans, Director, Responsible Investments
