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%

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

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BMO Universal MAP Income Fund

OCF 0.29%

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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 Universal MAP Range

OCF 0.39%

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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. Past performance should not be seen as an indication of future performance. 

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 3.3 (5) 45-54 5
Universal MAP Balanced 5 5 3.8 (6) 55-60 7
Universal MAP Growth 6 6 4.6 (8) 64-75 8
Universal MAP Adventurous 7 8 5.3 (9) 76-100 9
Universal MAP Income 5 5 3.9 (6) 61-63 7
Sustainable Universal MAP Defensive 3 3 2.6 (4) 21-44 2
Sustainable Universal MAP Cautious 4 4 3.2 (5) 45-54 5
Sustainable Universal MAP Balanced 5 5 3.8 (6) 55-62 6
Sustainable Universal MAP Growth 6 6 4.4 (7) 63-75 8
Sustainable Universal MAP Adventurous 7 8 5.5 (10) 76-100 10

As at Q1 2021

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, Portfolio Manager, Multi Asset Solutions

Steven Bell

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

Simon Holmes

Director, Portfolio Manager, Multi Asset Solutions

Paul Niven

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

Keith Balmer

Director, Portfolio Manager, 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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Sustainable Universal MAP Range Impact Report

In 2020, we engaged with 107 companies held in the funds and voted at 90 meetings. Key topics included engagement on labour standards, corporate governance and climate change.

  • Across the Sustainable MAP range, the top SDGs we aligned to were:

    • SDG 3 – Good Health and Well-being. Of the activity across the range which linked to SDG 3, the majority aligned with target 3.8 which calls for universal access to medicines and health-care
    • SDG 8 – Decent Work and Economic Growth. In particular, target 8.2 which focuses on boosting economic productivity through technological upgrading and innovation and; target 8.10 which aims for universal access to financial services
  • Engaged with a number of companies held in the funds including Smurfit Kappa and National Grid linking to SDG 13 – Climate Action. Worked with GlaxoSmithKline on its approach to executive remuneration

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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MAP and Sustainable MAP products and services?