As part of BMO Financial Group, our business is becoming more global. This means more investment specialists around the world working on our clients’ behalf with new products and solutions in the pipeline.

Our focus on providing our clients with market leading financial products isn’t new. BMO was founded as the Bank of Montreal over 200 years ago. Today it is the 8th largest bank (by assets) in North America and provides a broad range of financial services to over 12 million customers. F&C has a similarly long heritage and became part of BMO in 2014. 

Making things simpler

We’re excited about the future and strive to keep our offering to clients as intuitive as possible. Our next step is bringing all our fund names together under the BMO brand – a move designed to make finding our full range and information on individual funds a whole lot easier. 

You don’t have to do anything

The changes are set to take effect around 12 November 2018. You don’t have to do anything and the name changes won’t cost existing clients anything or affect the way your investments are managed. 

Want to know more?

The details of all the fund changes are included in this spreadsheet. Below is a list of the current and new legal entities and umbrella names. Please note this list does not include funds already branded BMO. Name changes are expected to be made on 12 November 2018.  

The spreadsheet is split by country in which a fund is registered for sale, and within each list it can be filtered  by ISIN , fund name or umbrella name. Fund names are subject to Regulatory and shareholder approval as required.

Frequently Asked Questions

Clients are increasingly looking for strong global investment solution providers. Our goal is to provide effortless access to investment solutions for our clients. Having the majority of our global and local capabilities under a single brand provides that.

BMO has a long and proud history and a very strong brand in North America and one that we have been building in EMEA over the past three years. Under the BMO name we will continue to execute on our ambitious plans to expand our business, and centre our business around our clients, delivering consistent investment performance and reliable delivery of relevant products.

Our business to business clients will already be familiar with BMO as our client management team has been operating under the BMO brand for three years.

The investment we have made in the business and the BMO Global Asset Management brand in EMEA over the past three years provides us with a solid platform from which to now take another step towards our unified brand ambition, as we continue our growth in the UK, EMEA and globally.

As announced, BMO Global Asset Management is transitioning F&C open-ended products to the BMO brand. As part of the transition, BMO Global Asset Management has taken the opportunity to review all of its fund names. Whilst many funds will simply see a change from F&C to BMO in the name, there are a number of funds which will see more substantive changes. This ensures that all fund names best reflect the underlying investment strategies. This is being undertaken as we want to make it as easy as possible for clients to understand the aims and objectives of the funds they invest in.

Alongside the fund name changes, BMO Global Asset Management is also changing the names of many of its legal entities and the names of the ‘umbrella’ companies to which funds belong. All details of each fund and entity name change can be found here.

Quite simply, we want to make it as easy as possible for clients to understand the aims and objectives of the funds they invest in. As part of the renaming, we have taken the opportunity to ensure all fund names best reflect the underlying investment strategies.

The name changes mean clients will be able to better understand the aims and objectives of the funds they invest in.

In all our communications, we have clearly highlighted that clients do not need to do anything as the changes do not affect the way their investments are managed in any way.

Whilst we see the benefit of ensuring individual trust names align with the name of the savings plan accounts, ultimately, any decision to change the name of a specific trust is one for each of the independent investment trust Boards to make at the appropriate time. Investors in Foreign & Colonial Investment Trust please note that following shareholder approval in April, the directors will change the legal name of the Company to “F&C Investment Trust PLC” later in the year.

We continue to have ongoing dialogue with each of the investment trust Boards in relation to the changes. The Boards understand our ambition to align to a global brand, including changing the name of the savings plan accounts in which they are offered. However, any decision to change the name of a specific trust is one for each of the independent Boards to make at the appropriate time.

The majority of funds will simply be renamed from F&C to BMO. There are a limited number of funds where we have taken this opportunity to better align the name with the objectives of the fund.

We have worked with providers to make the name changes on their platforms and update the KIIDS in line with our planned timings.

No. Existing bank accounts and payment methods will remain the same. We will be updating the name on our bank accounts to the relevant new legal entity names, but the account details will be unchanged.  

Following the name change later this year, any payments you currently make to or receive from F&C will show as BMO on your bank statement. You do not need to take any action.

Our contact details are not changing. Our telephone numbers stay the same. Addresses stay the same, with reference to F&C in the names updated to BMO. Our website and email addresses will remain the same, except within our direct to consumer channel where our website and email addresses will change to align under the BMO brand and customers using the old addresses will automatically be forwarded to the new addresses once the changes go live.

We are changing the name on the F&C legal entities. This is a change of name only and the underlying entities remain the same. Those with existing contracts in place have been/are being notified.

We are part of the BMO Financial Group, which is owned by the Bank of Montreal, Canada’s oldest bank, established in 1817. Today, we manage assets for financial institutions, pension funds and private individuals.

Current Legal Entity Name New Legal Entity Name
F&C Fund Management Limited BMO Fund Management Limited
F&C Management Limited BMO Asset Management Limited
F&C Managers Limited BMO Managers Limited
Current Umbrella Name New Umbrella Name
F&C Fund of Funds ICVC BMO Investment Funds (UK) ICVC IX
F&C High Income Fund BMO Diversified Monthly Income Fund
F&C Institutional Investment Funds ICVC BMO Investment Funds (UK) ICVC IV
F&C Institutional Investment Solutions ICVC BMO Investment Funds (UK) ICVC X
F&C Investment Funds ICVC BMO Investment Funds (UK) ICVC
F&C Investment Funds ICVC II BMO Investment Funds (UK) ICVC II
F&C Investment Funds ICVC III BMO Investment Funds (UK) ICVC III
F&C MM Lifestyle Investment Funds ICVC BMO Investment Funds (UK) ICVC VI
F&C Multi-Capital Funds ICVC BMO Investment Funds (UK) ICVC VII
F&C Portfolios Fund BMO Investments (Lux) I Fund
F&C Property Growth & Income Fund Limited BMO Property Growth & Income Feeder Fund Limited
F&C Property Growth and Income Fund BMO Property Growth & Income Fund ICVC
F&C Responsible Investment Funds ICVC BMO Investment Funds (UK) ICVC V
F&C True Styles Portfolios ICVC BMO Investment Funds (UK) ICVC VIII
F&C UK Property Feeder Fund BMO UK Property Feeder Fund
F&C UK Property Fund ICVC BMO UK Property Fund ICVC
Traditional Funds Plc BMO Investments III (Ireland) plc