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: