Our Portfolio

Our Portfolio

Get to know our range of Responsible solutions and funds

At BMO, we launched our first ethically screened fund over 35 years ago. Since then, we have been innovating to create award winning ranges for our clients. Our range covers themes and priorities across asset classes and regions, multi-asset solutions and reo®, our Responsible Engagement Overlay Service.

Solutions

Risk-targeted fund range

BMO Sustainable Universal MAP funds

With OCFs capped at 0.39%, our sustainability-orientated active multi-asset funds are ideal for the growing number of individuals that, alongside meeting their financial goals, want to make a positive impact on the world through their investment decisions.

LEARN ABOUT THE RANGE

Engagement service

Responsible Engagement Overlay (reo®) Service

Through reo® clients can access the full suite of stewardship expertise including research, screening, engagement and proxy voting. Enjoy greater influence to effect positive change by pooling assets to create one single, powerful voice.

LEARN MORE

Our Responsible funds

Our range consists of global and regional funds across asset classes – each based around our clear Avoid, Invest, Improve philosophy. This philosophy is a framework we developed to demonstrate the ESG credentials of each of our funds – supporting investors by demonstrating how each fund meets our three pillar philosophy.

BMO Responsible Global Equity Fund

A best-ideas portfolio of global equities focused around sustainability-orientated themes. Overlaid with focused active ownership activities, the fund’s ambition is to drive positive impact as well as investment performance.

Jamie Jenkins

Managing Director and Co-Head of Global Equities

BMO SDG Engagement Global Equity Fund

With the SDGs (Sustainable Development Goals) providing a framework for our dialogue with companies, this small & mid-cap focused global portfolio aims to deliver measurable positive impact alongside investment performance.

Jamie Jenkins

Managing Director and Co-Head of Global Equities

BMO Sustainable Opportunities Global Equity Fund

A 30-50 stock portfolio of global equities focused on high quality and attractively valued companies operating within defined sustainability-orientated themes. We’re active owners, engaging with businesses held to drive improvement around ESG related practices.

Nick Henderson

Director, Portfolio Manager, Responsible Global Equities

BMO Responsible Global Emerging Markets Fund

Tap into emerging market growth potential through a portfolio of high-quality and attractively valued companies. The fund emphasises domestically orientated businesses operating in an environmentally and socially responsible manner.

Gokce Bulut

Portfolio Manager

BMO Responsible UK Income Fund

Biased towards small and medium sized companies, the fund blends growth and income-orientated opportunities identified through a bottom-up approach, emphasising defined quality characteristics, valuation discipline and long-term thinking.

Catherine Stanley

Managing Director, Head of Global Small Cap

BMO Responsible UK Equity Fund

Seeking real growth potential, the fund is biased towards small and medium-sized companies. Like its income-focused counterpart, stock picking drives composition through an approach emphasising quality, valuation and a long-term perspective.

Catherine Stanley

Managing Director, Head of Global Small Cap

BMO Responsible Sterling Corporate Bond Fund

A portfolio of carefully selected fixed income securities. We invest in companies making a positive contribution to society, taking action to protect the environment, encourage sustainable development and avoid those adopting unsustainable practices.

BMO GAM (EMEA) Credit Team

BMO Sustainable Opportunities European Equity Fund

A 30-50 stock portfolio of European equities emphasising high quality and attractively valued companies operating within defined sustainability-orientated themes. We’re active owners, engaging with businesses held to drive improvement around ESG related practices.

Sacha El Khoury

Director, Portfolio Manager, Global Equities

BMO LGM Responsible Asian Equity Fund

Access Asia’s dynamic, fast-growing and diverse economies through a portfolio of carefully selected companies well placed to benefit from a range of sustainability-orientated themes.

Gokce Bulut

Portfolio Manager

BMO LGM Responsible China A-Shares Equity Fund

Through select opportunities, the fund targets potential beneficiaries of China’s structural development. Stock selection is focused within a range of sustainability-orientated themes.

June Lui

Portfolio Manager

Let's talk about risk

All of our funds involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments in those funds. You need to be comfortable that you may not get back the original amount invested. Past performance should not be seen as an indication of future performance. 

Strategy in focus

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Our responsible investing team

Our team consists of over 20 members with a collective experience of over 275 years. Here is our senior leadership team.

Fredrik Axsater, CFA

Chief Executive Officer of LGM and Chief Commercial Officer of ESG for BMO Global Asset Management

Claudia Wearmouth

Managing Director and Co-Head of Responsible Investment

Alice Evans

Managing Director and Co-Head of Responsible Investment

Vicki Bakhshi

Director, Analyst, Responsible Investment Team

Meet the Responsible Investment team

Meet the RI Team - Thats responsible investing

Our Responsible Investment Advisory Council (RIAC)

Meet the Responsible Investment Advisory Council

Our Thinking

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Learn how BMO has been a driving force in responsible investing and how this has helped drive long-term results for clients.

Responsible Engagement Overlay reo® Service

Access our full suite of stewardship expertise and gain greater influence to effect positive change by joining one single, powerful voice.

Impact Reports

As responsible investors, we know that actions speak louder than words. That’s why we measure and disclose the impact our investments have on the world around us.

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Contact Us

Want to know more about how we can help your clients invest responsibly?