About BMO
We’re committed to helping you achieve your goals
At BMO we invest with a purpose – to boldly grow the good. Our focus is simple: to help our clients meet their investment goals, while also building a more sustainable and secure future for us all.
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 understand that each of our investors has individual circumstances, together with specific needs and requirements. Our job is to consider these and deliver their desired outcomes. Doing this well, in a fast moving and interconnected world, requires both a global perspective and an appreciation of local circumstances.
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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A strong parent company – BMO Financial Group
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.
Everything we do is focused on building, investing and transforming how we work to drive progress alongside profit and create value that extends far beyond the bottom line.
Employees globally
in total assets
Dividend record – the longest in Canada
Recognised as one of the World’s Most Ethical Companies by Ethisphere Institute – for the 4th year running*
2020 Bloomberg Gender-Equality index for the 5th year running**
America’s Best Employers for Women 2020 – recognised by Forbes magazine***
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
Best ESG/SRI/Impact Research Team
Investment Week, Sustainable & ESG Investment Awards 2019
Best Investment Trust (F&C Investment Trust)*
Investors Chronicle – Investment and Wealth Management Awards 2018
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?
Get in touch today
Frequently Asked Questions
Glossary
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*For the forth year in a row, BMO has been recognized as one of the 2020 World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. Ethisphere focuses on five key areas of evaluation in its selection process: governance, a culture of ethics, leadership and reputation, ethics and compliance programs, and corporate citizenship and responsibility.
**BMO Financial Group has been included in the Bloomberg Gender-Equality Index (GEI) for the fifth year in a row. The global index recognizes companies committed to gender equality and inclusivity within the workplace and the community, and publicly demonstrates each company’s commitment to equality and advancing women. This year, the index has expanded to include nearly 6,000 companies across 84 countries.
***BMO Harris Bank has been recognized by Forbes Magazine as one of America’s Best Employers for Women in 2020. The list was compiled by surveying 60,000 U.S. employees – including more than 40,000 women – working for companies employing at least 1,000 people.
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.