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.
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.
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.
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.