Our Portfolio

Our Portfolio

Designed for Universal application

BMO Universal MAP and BMO Sustainable Universal MAP ranges provide low-cost active multi-asset options for a host of financial planning scenarios.

Launched from November 2017, the BMO Universal MAP range offers risk-controlled portfolio options designed to cover a host of client growth and income needs.

The BMO Sustainable Universal MAP range joined the line-up in December 2019, offering sustainability-orientated active multi-asset investing.

BMO Universal MAP Range

OCF 0.29%

Defined volatility parameters and CPI+ return expectations for five portfolios, ranging from Defensive to Adventurous, facilitates alignment between recommendation and individual attitudes and objectives.

BMO Universal MAP Income Fund

OCF 0.29%

Targeting a natural income of 4-4.5% per annum within a defined volatility range, the fund is an option for cautiously minded, yield focused investors. 

BMO Sustainable MAP Range

OCF 0.39%

Sustainability-orientated active multi-asset funds – ideal for the growing number of individuals that, alongside meeting their financial goals, want to make a positive impact on the world through their investment decisions.

For 35 years, BMO has been innovating and building a growing range of ESG orientated and client focused solutions.

Let's talk about risk

Capital is at risk. 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.

Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

Risk ratings

Funds Dynamic Planner logo Defaqto logo Synaptic logo
Universal MAP Defensive 3 3 2.6 (4) 21-44 3
Universal MAP Cautious 4 4 3.4 (6) 45-54 5
Universal MAP Balanced 5 5 4.1 (7) 55-60 7
Universal MAP Growth 6 6 4.4 (7) 64-75 8
Universal MAP Adventurous 7 8 5.4 (9) 76-100 9
Universal MAP Income 5 5 3.8 (6) 61-63 7
Sustainable Universal MAP Cautious 4 4 3.3 (5) 38-54 5
Sustainable Universal MAP Balanced 5 5 3.9 (6) 55-62 6
Sustainable Universal MAP Growth 6 6 4.3 (7) 63-79 7

 

As at 30 November 2020

Meet our experts

We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.

Paul Niven

Managing Director, Portfolio Manager and Head of Portfolio Management, Multi Asset Solutions

Keith Balmer

Director, Product Specialist, Multi Asset Solutions

Steven Bell

Managing Director, Portfolio Manager & Chief Economist, Multi Asset Solutions

Simon Holmes

Director, Portfolio Manager, Multi Asset Solutions

We answer your frequently asked questions

BMO Universal MAP range

BMO Sustainable Universal MAP range

Our Thinking

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Why BMO for low-cost multi-asset

BMO Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.

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