Multi-Asset

BMO Universal MAP - Suitable Solutions

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 BMO Universal MAP funds offer active management at a passive price point.  They give advisers an additional and differentiated option for use in a host of financial planning scenarios.

Facilitating suitability

Defined return objectives and risk parameters help ensure recommendations connect portfolio composition with individual attitudes to risk and reward, as well considerations around ‘capacity for loss’. 

Enabling sustainability

With discussions around ESG increasingly part of the advice process, our BMO Sustainable Universal MAP range enables recommendations to those individuals seeking to make a positive impact as well as achieving their investment goals.

Hardwiring diversification

Active management of strategic and tactical asset allocation, together with bottom-up stock selection, means our Universal MAP portfolios can complement passively managed solutions to enhance overall diversification and counter risks such as concentration and style bias.

Rob Thorpe, Head of Distribution, Intermediary, UK and Europe talks about the role our MAP funds can play in the advice process

 

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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