Multi Manager People

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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:

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Structural ‘true’ diversification

Perhaps the most important principle of successful investment.

We invest across asset classes, geographies, management companies and investment styles

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Whole of market

Why restrict your opportunity set?

We’re independent fund ‘selectors’ and aren’t constrained by ‘buy-lists’

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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

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Actively managed

There’s nothing passive about how we invest.

We actively adjust asset allocation, select funds, build portfolios and manage risk

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Ease and efficiency 

A one stop-portfolio ‘service’

Single fund structure reduces administrative burden for clients

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.

Latest videos

BMO Multi-Manager People – Navigator review for Q4 2021

 

BMO Multi-Manager People – Lifestyle review for Q4 2021

 

Multi-Manager Insights

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4 min read
June 2022

Multi-Manager People’s Perspectives

24th June 2022
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3 min read
May 2022

Recognising the real opportunities in the current market turmoil

We take stock of recent market moves and ask whether selloffs in areas like technology provide opportunities for active investors seeking to invest in quality businesses at attractive valuations.
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10 min read
April 2022

BMO Multi-Manager Fundwatch Q1 2022

We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Multi-Manager
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4 min read
March 2022

Back across The Atlantic

Never has a research trip had so much discussion
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10 min read
March 2022

BMO Multi-Manager PassiveWatch 2022

PassiveWatch is an independent piece, an annual review and analysis of the passive fund industry
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5 min read
February 2022

The Year of the Tiger – will China’s markets roar or whimper?

After the setbacks of 2021 the risks of investing in China are clear; but so is the opportunity for active managers in this Year of the Tiger.
View more