Multi Manager People
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.
Today’s investor enjoys the choice from thousands of available funds. Whilst that’s great news, making sense of the options can be a daunting task. We see our job as making investing easier.
How do we do this?
We work by selecting what we believe to be the very best investment talent from right across the industry and combining them together into well-balanced portfolios.
We believe that our approach combined with the advantages inherent in multi-manager investing offers a host of benefits.
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.
These include:
Structural ‘true’ diversification
Perhaps the most important principle of successful investment.
We invest across asset classes, geographies, management companies and investment styles
Whole of market
Why restrict your opportunity set?
We’re independent fund ‘selectors’ and aren’t constrained by ‘buy-lists’
Proven performers
Price matters but value is key.
Over the long-term our funds have consistently delivered performance whilst at the same time offsetting the impact of investment and financial advice costs
Actively managed
There’s nothing passive about how we invest.
We actively adjust asset allocation, select funds, build portfolios and manage risk
Ease and efficiency
A one stop-portfolio ‘service’
Single fund structure reduces administrative burden for clients
BMO Multi-Manager People ESG
ESG investing has moved mainstream but unlike other principle-based investments, ESG is not a defined investment style. The BMO multi Manager approach is that ESG is something all active managers should be considering when it comes to investing.
Based on certain criteria and approaches, we will allocate every fund we own or could own an ESG score or award level to help determine the fund approach and focus ESG. Helping to provide peace of mind for the client that the ESG metrics of underlying holdings have been checked.
Real Returns from Real Estate
Inflation is a hot topic and real assets in vogue so in this month’s podcast, Adam and Paul chat with Simon Lee of LXI REIT. They explore how the team try to protect against inflation through long dated index-linked property. Up for discussion include the likes of drive thru coffee and food retail outlets plus Life Science campuses and garden centres. If you’re worried about the impact of inflation on your or your client’s investment this episode’s well worth a listen.
Tune in and don’t forget to subscribe.
Sector reviews
Latest videos
BMO Multi-Manager People – Navigator review for Q4 2021
BMO Multi-Manager People – Lifestyle review for Q4 2021
Literature
- BMO Multi-Manager People Capability Brochure
- BMO MM Navigator Distribution Income Report - April
- BMO MM FundWatch
- BMO Multi-Manager Real Returns brochure
- BMO Multi-Manager Lifestyle brochure
- BMO Multi-Manager Navigator Distribution fund sales aid
- BMO MM Navigator Range Quarterly Investment Report
- BMO MM Lifestyle Range Quarterly Investment Report
- BMO MM Navigator funds asset allocation compass
- BMO MM Lifestyle funds asset allocation compass
- BMO MM Lifestyle suitability report
- BMO MM Navigator suitability report
- Third Party Due Diligence Report 2022
