We’ve been together for a while.
Now we’ve made it official.

We’ve been part of BMO since 2014, and now we’ve officially changed our name. 

You’re in good company

Founded over 200 years ago as Bank of Montreal, today BMO is the 8th largest bank (by assets) in North America and provides a broad range of financial products to over 12 million customers worldwide.

The same great service, and more

Just like F&C, BMO is focused on providing customers with a market leading experience, and being part of a larger global business means that we’ll be able to bring you even more routes to investment success.

You don’t need to do anything

From 12 November you’ll start to hear from us as BMO – you don’t need to do anything. You’ll remain invested in exactly the same investments, speak to the same teams, and your plan(s) will continue to be run in the same way.

More information

If you have any further questions about this or your investment(s) you can contact us on 0800 369 8562.We have also put together some brief faqs for any questions that you may have about the change.

We officially changed to BMO on 12 November 2018.

Our customers are increasingly looking for strong global investment solution providers. Our goal is to provide effortless access to investments and having the majority of our investment capabilities under a single brand helps us to provide that as well as simplify the way we communicate.

BMO has a long, proud history and a very strong brand in North America and one that we have started to build here in Europe over the past three years. Under the BMO name we will continue with our ambitious plans to expand our business, and ensuring it is centred around our customers. 

Whilst we see the benefit of ensuring individual trust names align with the name of the savings plan accounts, ultimately, any decision to change the name of a specific trust is one for each of the independent investment trust boards to make at the appropriate time.

A number of our investment trusts have decided to align their names with BMO, details of these can be found in the table below.

For now 6 of the trusts have changed name as detailed below. For the remainder, we continue to have ongoing dialogue with each of the investment trust boards in relation to the changes. The boards understand our ambition to align to a global brand. However, any decision to change the name of the remaining trusts is one for each of the independent boards to make at the appropriate time.

Our Investment Trusts

As a result of us changing name to BMO, some of our Investment Trusts will also be changing name. The Trusts will operate and invest in the same way and continue to meet the same aims and objectives as they do now. Details of the trust name changes can be found below.

Foreign & Colonial Investment Trust has also renamed to F&C Investment Trust PLC following approval at the company’s AGM earlier this year. The remaining trusts have stayed the same but may change in the future.

Our Investment Trusts Tickers

As a result of some of our Investment Trusts changing name, the tickers have changed to reflect the name changes, details of which can be found below.

Our plans

Our investments plans have also changed name. The plans will still operate in the same way, with the same benefits and you don’t have to do anything. Details of these changes can be found in the table below.

Our contact details

Should you wish to contact us about your investment or any questions you may have, you will need to use the details below:

Telephone: 0345 600 3030
Email: investor.enquiries@bmogam.com
Post: BMO Asset Management Limited, PO Box 11114, Chelmsford, Essex, CM99 2DG

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