Why Invest with us

With a BMO saving scheme, there’s no need to put all your eggs in one basket.

Whether you’re looking to invest for your next big adventure, a deposit for a house or putting money aside for a rainy day, our range of investment trusts helps you build a diverse portfolio with plenty of options.

We’re committed to helping you achieve your goals

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.

What we invest in

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.

Let’s talk about risk

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.

150 years of investment trusts

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.

1868

F&C Investment Trust founded

1889

BMO Global Smaller Companies founded

1905

TR Property Trust founded

1972

European Assets Trust founded

1992

BMO Capital & Income Trust founded

2001

BMO Private Equity Trust founded

2004

F&C UK Real Estate Investments founded

2005

F&C Commercial Property Trust founded

2007

BMO UK High Income Trust founded

2008

BMO Managed Portfolio Trust founded

2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

1868

F&C Investment Trust founded

1889

BMO Global Smaller Companies founded

1905

TR Property Trust founded

1972

European Assets Trust founded

1992

BMO Capital & Income Trust founded

2001

BMO Private Equity Trust founded

2004

F&C UK Real Estate Investments founded

2005

F&C Commercial Property Trust founded

2007

BMO UK High Income Trust founded

2008

BMO Managed Portfolio Trust founded

2014

BMO acquired F&C Investments

2018

F&C Investments renamed to BMO

The strength of BMO Financial Group

Established in 1817, BMO Financial Group is a diversified financial services provider based in North America. With a total of 

£
BILLION

in assets

Employees

million

customers

as of 30 June 2018

Why investment trusts?

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.

Our Awards

Past performance should not be seen as an indication of future performance.

Best Ethical Investment Management Group

Investment Week, Sustainable Investment Awards 2016

Best Investment Trust
(F&C Investment Trust)*

Investment Week – Investment and Wealth Management Awards 2017

Best Children’s Investment Provider
– BMO

What Investment, Readers’ awards winner 2017

Got questions?

“I was very impressed with the knowledge and friendliness of the person I spoke to and the speed in which the call was answered. Thank you.”

Robert, Cannock

*What Investment Readers Awards winner – Best Children’s Investment Provider .

Past performance is not a guide to future performance.

Give us a call on

Lines open 8.30am to 5.30pm weekdays, calls may be recorded or monitored for training and quality purposes.

Email us at

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.

Confused? Our handy glossary can help explain investing terms.