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.
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.
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.
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.
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.
Managing Director and Co-Head of Global Equities
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.
Managing Director and Co-Head of Global Equities
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.
Director, Portfolio Manager, Responsible Global Equities
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.
Portfolio Manager
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.
Managing Director, Head of Global Small Cap
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.
Managing Director, Head of Global Small Cap
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.
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.
Director, Portfolio Manager, Global Equities
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.
Portfolio Manager
Through select opportunities, the fund targets potential beneficiaries of China’s structural development. Stock selection is focused within a range of sustainability-orientated themes.
Portfolio Manager
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.
A global equity fund that invests with both impact and investment performance in mind.
Our team consists of over 20 members with a collective experience of over 275 years. Here is our senior leadership team.
Meet the Responsible Investment team
Our Responsible Investment Advisory Council (RIAC)
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