About BMO
We’re committed to helping you achieve your goals
It’s an ethos we’re proud of and one that’s engrained in our heritage as a pioneer in responsible investing. Our first responsible fund launched over 35 years ago and our teams have been actively engaging with companies to drive improvements in relation to their environmental, social and governance (ESG) practices for over two decades.
Over 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.
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Part of Columbia Threadneedle Investments
BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.
Together BMO Global Asset Management (EMEA) and Columbia Threadneedle Investments manage money for millions of people around the world. With a total of over $725 billion of assets under management (as of 30 June 2021), we are a top 35 global asset manager1 and a top 10 manager of UK fund assets2.
in total assets
Employees globally
top 35 global asset manager
1 source: IPE Top 400 asset manager survey, June 2021 – based on 31 Dec 2020 AUM with BMO EMEA and Columbia Threadneedle combined
2 Investment Association – Companies by total retail and institutional funds under management (UK domiciled assets) April 2021
Our commitment to sustainable investing
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.
What we offer
At BMO, we offer five investment plans and 10 Investments Trusts, each with different objectives and geographical specialisms. Choose the right plan and trust(s) that suits your investment goals.
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 Awards
Past performance should not be seen as an indication of future performance.
ESG research of the year award – BMO
Environmental Finance’s Sustainable Investment Awards 2020
Flexible Investment – BMO Managed Portfolio Trust
Investment Week, Investment Company of the Year Awards 2020
Specialist Equities – TR Property
Citywire, Investment Trust Awards 2020
The BMO UK App
Search ‘BMO UK‘ on the App Store or Google Play Store to give you access to all of the below from your mobile or tablet:
- View valuation and summary of accounts held
- Retrieve account and fund information
- View transaction history
- View account cash holdings and balances
- View remaining ISA/JISA subscription allowances
- View primary contact details
Got questions?
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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.