BMO

Managing clients money for over 200 years

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 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. 

Investing with BMO
Investing is all about creating the right strategy for you. It’s important to establish your investment goals so that you can select the most appropriate investment product to help you achieve your goal.

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.

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.

Meet our Responsible Investment Advisory Council

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.

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

BMO Real Estate Investments founded

2005

BMO 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

BMO Real Estate Investments founded

2005

BMO 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 (CAD)

Employees

million

customers

as of 31 January 2019

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.

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 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

Best ESG reporting by an asset or fund manager: large
– BMO

Environmental Finance Sustainable Investment Award

Got questions?

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

Careers at BMO

Visit our careers page to apply for a role and find out what it’s like to work at BMO, from the perspective of recent Graduates and apprentices on our Investment 2020 scheme.

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.