Multi-Manager defined, and re-defined

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.

Our 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:

  • Investing in talented people: hard-to-find managers building a reputation, rather than living off one
  • Being free from constraints; whole-of-market over restricted buy lists; diverse investments styles over house style; and active value over passive popularity
  • Conviction, not conformity: principles that keep us adaptable and open to new opportunities
  • Providing access to managers that are not generally available to retail clients
  • Unrivalled and transparent support and service

 
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.

Our Multi-Manager ranges

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:

  • Asset class and geography
  • 25+ underlying funds
  • Manager style and focus

Carefully constructed:

  • Manager selection
  • Blending components
  • Review and rebalanced

Sensibly managed:

  • Outcome orientated
  • Pragmatic approach
  • Avoiding big bets

The ranges at a glance:

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:

  • £1.1bn fund size
  • Very low volatility (bottom quartile since launch)
  • High Natural Yield.

 
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:

  • Access to the best managers in each investment category
  • Proven long term track record
  • Highly Diversified.

 
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:

  • Access to not usually accessible best-of-breed managers
  • Greater diversification, through investment style and philosophy which provides lower overall volatility
  • Specialist fund manager research and selection.
Risk profiles
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 4 5 6 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
4 5 6 7 8
4 5 7 7 7
3.6 3.2 4.2 4.6 0
6 5 7 8 10
Rated by          

BMO MM Lifestyle Funds

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:

  • Aligned to major risk tools but also has the benefits of strategic and tactical asset allocation
  • Whole-of-market – select exposure to ‘best of breed’ managers
  • Cost effective – blended for value
  • Consistent delivery against target over 1,3,5 years
  • Risk targeted – from 3 to 7 on Distribution Technology’s Dynamic Planner
Risk profiles
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.

Multi-Manager Insights

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