Active management at passive prices – that’s extraordinary

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 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

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 Solutions

Key facts

Cautious Balanced Growth
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

There is no guarantee that these expectations will be met

Cautious Balanced Growth

Dynamic Planner

4

5

6

Defaqto

4

5

6

Synaptic

3.4

3.6

4.1

EValue

5

7

8

FinaMetric

38 - 54

55 - 62

63 - 100

As at 31 July 2019

Adviser resource

PA Multi Asset Roadshow video

Keith Balmer, Product Specialist in the BMO Multi-Asset team talks about the BMO Universal MAP range and how he and the team can keep the cost of this range at 0.29%.

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?
  5. All the funds are risk managed, how does that impact the return?
End adviser resource - 1

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

End adviser resource - 2

How is the BMO Universal range different and what do the portfolios invest in?

End adviser resource - 3

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

End adviser resource - 4

Why have you launched the BMO Universal MAP range?

End adviser resource - 5

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