GB-EN Intermediary

BMO Property Growth & Income Fund

Looking for liquidity and daily dealing? Learn about the team, fund and why a hybrid approach makes sense
October 2021

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Key takeaways:

  • Launched in 2005, our BMO Property Growth & Income Fund draws on our capabilities in physical property and listed real estate.
  • We adopt a sector agnostic approach investing flexibly in what we believe to be the most attractive locations – for us that currently means an emphasis on offices and industrials. The portfolio has zero physical exposure to the UK high street.
  • In our physical properties we look for high short occupational income streams, adopting a proactive approach to the management of our buildings to ensure we maintain attractive income levels.
  • Within real estate securities we enjoy a broad and diverse Pan-European opportunity set – a remit that brings a host of locations and sub-sectors into reach.
  • Liquidity is a crucial challenge for property investors with regulatory uncertainty around daily traded fund vehicles holding illiquid physical property assets. Our portfolio meets the liquidity challenge – real estate securities can be readily traded meaning the portfolio can be nimbly managed and meet client liquidity needs.
If you would like to find out more, watch our next video
 
Risk Disclaimer

Views and opinions expressed by individual authors do not necessarily represent those of BMO Global Asset Management.

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. The value of investments and 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.

The value of directly-held property reflects the opinion of valuers and is reviewed periodically. These assets can also be illiquid and significant or persistent redemptions may require the manager to sell properties at a lower market value adversely affecting the value of your investment.

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