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 manage 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.
“We exist to convene, catalyze and empower change that sustains growth for good”.
Darryl White, CEO, BMO Financial Group
All of our investment trusts involve a level of risk and the value of your investments can go down as well as up. Each investment trust is subject to different risk factors which are detailed on the associated literature. You need to be comfortable that you understand the risks involved when selecting an investment trust and with the fact that you may not get back the original amount invested.
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
F&C UK Real Estate Investments founded
F&C 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
F&C UK Real Estate Investments founded
F&C 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 January 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.
Investment Week, Sustainable & ESG Investment Awards 2018
Investors Chronicle – Investment and Wealth Management Awards 2018
Environmental Finance Sustainable Investment Award
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Robert, Cannock
*What Investment Readers Awards winner – Best Children’s Investment Provider –.
Past performance is not a guide to future performance.
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.
