In an increasingly complex, interconnected and highly regulated financial world, more and more advisers are outsourcing investment management to a dedicated provider – a move that frees up time to do what they do best – provide bespoke financial advice.
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.
We offer two defined multi-manager ranges. Our return-orientated Navigator funds offer options ranging from income to growth for investors seeking a one-stop core holding. The risk-targeted Lifestyle range is focused on providing clear alignment between individual risk profile and recommendation.
Our BMO MM Navigator funds provide investors with access to the very best of today’s investment talent, whether they are seeking an attractive income, capital growth or a combination of the two. Our approach and impressive results have been recognised in an array of independent accolades from the likes of Rayner Spencer Mills, Morningstar, Square Mile and FundCalibre.
Launched in 2007, with the Foundation Fund added in 2013, the BMO MM Lifestyle range contains five whole-of-market, risk-targeted multi-manager funds. The asset allocation and volatility constraints of the funds are designed to align with client risk profiles 3–7 on Distribution Technology’s Dynamic Planner and can also be mapped to the output of other risk profiling systems.
Click here for the current asset allocation.
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. Past performance should not be seen as an indication of future performance.
