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.
We are firm believers that multi-manager is more than just another diversified investment approach. Done well, it can bring together the best of everything in one out-sourced solution. One that delivers the best outcomes for investors with real potential to save advisers valuable time.
Headed by Rob Burdett and Gary Potter, our nine-strong multi-manager team is one of the most highly regarded in the industry. They apply a proven and repeatable process that encompasses asset allocation, fund selection and portfolio construction.
Our multi-manager approach to long-term diversified investing involves:
We are the Multi-Manager People: a team who have defined, and re-defined, a form of diversified investing that has consistently outperformed for over two decades.
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.
The BMO multi-manager range offers you and your clients high quality outcome orientated investment solutions underpinned by experience, resource and a proven approach to investment.
Diversified by:
Carefully constructed:
Sensibly managed:
An actively managed range offering the Real Return Suite with 3 risk profiled multi-manager portfolios, our highly regarded Distribution fund providing attractive and reliable income, and Boutiques providing style diversification with access to the best boutique managers across the world.
| BMO MM Navigator Distribution Fund A globally diversified income fund.What’s it for?: Those seeking a consistent income At a glance:
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BMO MM Navigator Real Return Suite
An actively managed suite seeking real returns from 3 risk profiled multi-manager portfolios.
What’s it for?:
Those seeking growth and diversification within set risk parameters.
At a glance:
BMO MM Navigator Boutiques
Out and out actively managed global growth fund, invested primarily with boutique managers.
What’s it for?:
More adventurous investors seeking global growth and style diversification .
At a glance:
| Profiler | BMO MM Navigator Distribution Fund | BMO MM Navigator Cautious Fund | BMO MM Navigator Balanced fund | BMO MM Navigator Growth Fund | BMO MM Navigator Boutiques Fund |
|---|---|---|---|---|---|
| Defaqto | 4 | 5 | 6 | 7 | 8 |
| Dynamic Planner | 5 | 5 | 6 | 7 | 7 |
| Synaptic | 3.6 | 3.2 | 4.2 | 4.6 | 0 |
| EValue | 6 | 5 | 7 | 8 | 10 |
| FinaMetric | 44-62 Best fit | 44-62 Best fit | 63-71 Best fit | 72-84 Best fit | 85-100 Best fit |
| Rated by | Morningstar bronze, SquareMile AA, Elite Rated, RSM rated fund | SquareMile AA, RSM rated fund | SquareMile A | SquareMile A |
as at 18th December 2018
| Profiler | BMO MM Navigator Distribution Fund | BMO MM Navigator Cautious Fund | BMO MM Navigator Balanced Fund | BMO MM Navigator Growth Fund | BMO MM Navigator Boutiques Fund |
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4 | 5 | 6 | 7 | 8 |
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4 | 5 | 7 | 7 | 7 |
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3.6 | 3.2 | 4.2 | 4.6 | 0 |
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6 | 5 | 7 | 8 | 10 |
| Rated by |
The original Risk Targeted multi-manager range providing access to well-diversified portfolios capable of generating returns aligned to your client’s attitude to risk. The range blends active and passive strategies to provide a cost effective core investment solution.
What’s it for?:
A solution for those seeking to align investment portfolio to risk profile and financial circumstance.
Key benefits:
| Profiler | BMO MM Lifestyle 3 Fund | BMO MM Lifestyle 4 Fund | BMO MM Lifestyle 5 Fund | BMO MM Lifestyle 6 Fund | BMO MM Lifestyle 7 Fund |
|---|---|---|---|---|---|
| Defaqto | 3 | 4 | 5 | 6 | 7 |
| Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
| Synaptic | 2.5 | 2.9 | 3.7 | 4.6 | 5.6 |
| EValue | 2 | 4 | 6 | 8 | 9 |
| FinaMetrica | 28-47 Best fit | 48-57 Best fit | 58-65 Best fit | 66-74 Best fit | 75-100 Best fit |
| Rated by | RSM fund range, Dynamic Planner Select Fund | RSM fund range, Dynamic Planner Select Fund | RSM fund range, Dynamic Planner Select Fund | RSM fund range, Dynamic Planner Select Fund | RSM fund range, Dynamic Planner Select Fund |
as at 18th December 2018
Click here for the current asset allocation.
