Intentionally extraordinary

Our Universal Multi-Asset Portfolio range

 
Launched November 2017, the BMO Universal Multi-Asset Portfolio (MAP) range, offers three risk-controlled portfolio options designed to cover a range of client needs. Most importantly, each portfolio is actively managed and low cost.

The portfolios bring institutional product design and expertise to the retail and wholesale market, providing investors with active management for the cost typically found in passive solutions.

This range has been designed on three key principles:

  • Risk-controlled – CPI + return expectation
  • Cost focused – capped at 0.29% OCF designed to meet the need for high quality, low-cost investment solutions
  • Active – combining strategic and tactical allocations and individual stock selection

 
Three portfolio options:

Key facts

BMO Universal MAP Cautious Fund BMO Universal MAP Balanced Fund BMO Universal MAP Growth Fund
Investment objective Long-term growth consistent with a cautious volatility level over the long term Long-term growth consistent with a balanced volatility level over the long term Long-term growth consistent with a medium to high volatility level over the long term
Target volatility framework (rolling 10 years) 6% - 8% 8% - 10% 10% -12%
Annualised return expectation (5) years+ CPI*+ 2% CPI*+ 3% CPI*+ 4%
Typical asset class range: Equities 30 - 50% 40 - 60% 50 - 70%
Typical asset class range: Fixed Income 50 - 70% 40 - 60% 30 - 50%
OCF* 0.29% capped 0.29% capped 0.29% capped
4 5 6
4 5 6
3.4 3.9 4.5
5 7 8
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Meet the Team
Paul Niven
Managing Director, Portfolio Manager and Head of Portfolio Management, Multi Asset Solutions
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the Foreign and Colonial Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999, after undertaking a fund management position in Pacific Basin Equities. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 (including large portfolios for insurance clients) and is Chair of the Investment Policy Group. He is responsible for strategic and tactical portfolio construction as well as manager selection across a variety of institutional mandates. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute.
Key Literature

Adviser resource

The following videos will answer these frequently asked questions:

1. There are many risk mapped fund ranges available, why should I consider the BMO Universal MAP range?
2. How can BMO global asset management, deliver an active fund range at 0.29% capped OCF?
3. With so many passive low-cost solutions available, why have you launched the BMO Universal MAP range now?
4. What does the Universal MAP range invest in?
5. How are the funds risk managed?

There are many risk mapped fund ranges available, why should I consider the BMO Universal MAP range?

How can BMO global asset management, deliver an active fund range at 0.29% capped OCF?

With so many passive low-cost solutions available, why have you launched the BMO Universal MAP range now?

What does the Universal MAP range invest in?

How are the funds risk managed?

End investor resource

At BMO Global Asset Management we are committed to helping advisers and their clients get the best out of their investments with us. To help provide information and context around the BMO Universal MAP range we have created the videos below and the consumer brochure in the download centre to use with your clients.

The following videos will answer these frequently asked questions:

  1. Why should I consider the BMO Universal MAP range?
  2. How is the BMO Universal MAP range different?
  3. How can BMO Global Asset Management deliver an active fund range at 0.29% ongoing charge, capped?
  4. Why have you launched the BMO Universal MAP range now?
  5. All the funds are risk managed, how does that impact the return?
  6. These funds have no track record. How can investors be confident in the managers?

Why should I consider the BMO Universal Multi Asset Portfolio (MAP) range?

How can BMO Global Asset Management deliver an active fund range at 0.29% ongoing charge, capped?

How can BMO Global Asset Management deliver an active fund range at 0.29% ongoing charge, capped?

How is the BMO Universal MAP range different?

All the funds are risk managed, how does that impact the return?

These funds have no track record. How can investors be confident in the managers?