Multi-Asset

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.

This video was produced before the fund renaming and may reference the old fund name(s)

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.

Multi-Asset Insights

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