About BMO

We’re committed to helping you achieve your goals

At BMO Global Asset Management (EMEA) our focus is simple: to help our clients meet their investment goals, while also building a more sustainable and secure future for us all.

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.

We understand that each of our clients 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.
In 2021 we became part of Columbia Threadneedle Investments, bringing together two leading active asset managers and broadening the range of investment capabilities and solutions available to our clients.

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

1905

TR Property Trust founded

1992

BMO Capital & Income Trust founded

2004

BMO Real Estate Investments founded

2007

BMO UK High Income Trust founded

2014

BMO acquired F&C Investments

1889

BMO Global Smaller Companies founded

1972

European Assets Trust founded

2001

BMO Private Equity Trust founded

2005

BMO Commercial Property Trust founded

2008

BMO Managed Portfolio Trust founded

2018

F&C Investments renamed to BMO
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

Part of Columbia Threadneedle Investments

BMO Global Asset Management EMEA 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.

$ 0 Billion

in total assets

0

Employees globally

0

top 35 global asset manager

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.

Artboard 6 copy 4

UK & Europe

Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.

Artboard 3 copy 4

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

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.

Label of Sustainable Investment Awards 2020 for ESG research of the year

ESG research of the year award – BMO

Environmental Finance’s Sustainable Investment Awards 2020

Label of Sustainable & ESG investment awards 2019 for best ESG/SRI/Impact Researcg Team

Best ESG/SRI/Impact Research Team

Investment Week, Sustainable & ESG Investment Awards 2019

Label of Investment and Wealth Management Awards 2018 for best investment trusts

Best Investment Trust (F&C Investment Trust)*

Investors Chronicle – Investment and Wealth Management Awards 2018

The logo of Investment Week

Flexible Investment – BMO Managed Portfolio Trust

Investment Week, Investment Company of the Year Awards 2020

Label of winner investment trust 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
The BMO UK App

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.