Our Universal Multi-Asset Portfolio range
Launched November 2017, the BMO Universal Multi-Asset Portfolio (MAP) range, offers six risk-controlled portfolio options – from lower risk Defensive through to higher risk Adventurous – designed to cover a host of client growth and income needs. Most importantly, each portfolio is actively managed, and at a low cost.
Our Universal MAP range brings institutional product design and expertise to the retail and wholesale market, providing investors with active management for a cost typically found in passive solutions.
This range has been designed on three key principles:
- Risk-controlled – CPI + return expectation
- Cost focused – with an OCF capped at 0.29% they’re designed to meet demand for high quality, low-cost investment solutions
- Active – combining strategic and tactical allocations and individual stock selection
The BMO Universal MAP Income Fund extends our range further and seeks to provide a consistent income stream of between 4-4.5% per annum within a risk-controlled framework. It provides an option for those seeking a low-cost natural income product, clients currently generating income by drawing down on capital or those looking to combine the two.