Multi-Asset

Designed for Universal application

BMO Universal MAP Range
December 2020

Paul Niven

Managing Director, Portfolio Manager and Head of Portfolio Management, Multi Asset Solutions

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Risk Disclaimer 

Past performance is not a guide to future performance. The value of investments and any income derived from them can go down as well as up and investors may not get back the original amount invested.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Our low-cost active multi-asset BMO Universal MAP range provides advisers with tools for use in a host of financial planning scenarios. 

BMO Universal MAP Funds – for clear client alignment

  • Five portfolios with defined volatility parameters and CPI+ return expectations
  • Pick from Defensive to Adventurous options – align recommendation with individual attitudes/objectives
  • Costs capped at 0.29%

BMO Universal MAP Income Fund – for income seekers

  • Aims to deliver income of 4-4.5% per annum, within a defined volatility range.
  • Emphasis on natural sources of income – an approach designed to deliver yield and scope for maintaining/growing capital.
  • Costs capped at 0.29%.

BMO Sustainable Universal MAP Funds – for sustainability focused individuals

  • Our heritage in sustainability-oriented investing spans back to 1984.
  • In December 2019, we launched 3 Sustainable Universal MAP Funds – Cautious, Balanced and Growth. We’ll be launching 2 new funds in this range over the next few months
  • Suitable for individuals that, alongside meeting their financial goals, want to make a positive impact on the world through their investment decisions.
  • Cost capped at 0.39%.

Risk Disclaimer

Past performance is not a guide to future performance. The value of investments and any income derived from them can go down as well as up and investors may not get back the original amount invested.

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