Managing clients money for over 200 years
At BMO, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek.
This ambition isn’t new. We can trace it through a heritage that spans back to the launch of the world’s oldest collective investment fund vehicle 150 years ago. This fund made investing more accessible to individual investors and we are proud to still mange it today.
We always follow the highest principles of business conduct. We constantly monitor our commitment to best practice and do everything we can to meet our promises.
Our 10 investment trusts enable our customers to invest in specific regions and globally. Within these areas the trusts focus on opportunities in equities, bond, property and private equity.
UK & Europe
Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.
Globally
With a global portfolio, an investment specialist draws on the best ideas from around the world and selects companies that are best-in-class globally.
Property
Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.
Our heritage and commitment to ESG investing runs deep. We take our responsibility seriously and that includes considering the impact of our investments on society and environment.
Our approach is an active one. We contribute to public policy development and engage with companies on ESG matters. And we express our views and perspectives through voting and thought leadership as well as working to ensure that ESG analysis is integrated across our broader investment processes.
In 2018 we were awarded the ‘Best ESG Research Team’ at the Investment Week, Sustainable & ESG Investment Awards and the ‘Best ESG reporting by an asset or fund manager: large’ at the Environmental Finance Sustainable Investment Awards.
We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment fund launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.
BMO Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
BMO Capital & Income Trust founded
BMO Private Equity Trust founded
BMO Real Estate Investments founded
BMO Commercial Property Trust founded
BMO UK High Income Trust founded
BMO Managed Portfolio Trust founded
BMO acquired F&C Investments
F&C Investments renamed to BMO
BMO Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
BMO Capital & Income Trust founded
BMO Private Equity Trust founded
BMO Real Estate Investments founded
BMO Commercial Property Trust founded
BMO UK High Income Trust founded
BMO Managed Portfolio Trust founded
BMO acquired F&C Investments
F&C Investments renamed to BMO
Established in 1817, BMO Financial Group is a diversified financial services provider based in North America. With a total of
in assets (CAD)
Employees
customers
as of 31 October 2019
An investment trust is a collective investment that lets you invest in a range of different assets. The trust is set up as a limited company, issuing a fixed number of shares that are traded on the London Stock Exchange. When you become an investor, you also become a shareholder in that company.
Investment trusts are designed to generate profits for shareholders by investing in the shares of other companies. Your money is pooled with other investors, so even a small amount of money will give you access to a range of professionally managed, diversified investments. A single share in an investment trust really does open up a whole world of opportunities.
An investment trust is a collective investment that lets you invest in a range of different assets. The trust is set up as a limited company, issuing a fixed number of shares that are traded on the London Stock Exchange. When you become an investor, you also become a shareholder in that company.
Investment trusts are designed to generate profits for shareholders by investing in the shares of other companies. Your money is pooled with other investors, so even a small amount of money will give you access to a range of professionally managed, diversified investments. A single share in an investment trust really does open up a whole world of opportunities.
Past performance should not be seen as an indication of future performance.
We’re excited to announce the launch of our brand new app. Click here to download the app or search ‘BMO UK‘ on the Apple App Store to give you access to all of the below from your mobile or tablet:
Please note, further upgrades will be coming to the app and it will be available on the Google Play Store soon.
Environmental Finance’s Sustainable
Investment Awards 2020
Investment Week, Sustainable & ESG Investment Awards 2019
Investors Chronicle – Investment and Wealth Management Awards 2018
Investment Week, Investment Company of the Year Awards 2020
Citywire, Investment Trust Awards 2020
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This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.
