Educational article

Why BMO?

Since we launched the world’s first investment trust back in 1868 we’ve had one simple goal: to increase the wealth of our customers.

Let’s talk about risk

The value of your investments can go down as well as up, and you may not get back what you originally invested.

 

At BMO we can trace our investment routes back to 1868 when the world’s oldest collective investment fund vehicle was launched. Since then we’ve had one simple goal: to increase the wealth of our customers. 150 years on and that same investment trust is still going strong.

Our aim is to increase your wealth

Today we’ve increased our range of investment trusts, but that goal is still the same. We manage our investment trusts first and foremost in the best interests of our customers, based on careful research, market analysis and experience.

Deciding what’s right for you

We make investing easy to understand so you can take control of your financial future. We’ve created useful information, resources and tools to will help you make an informed decision about your investments. Then when you invest, we’ll keep you up-to-date with how your investment is going.

There is no one size fits all when it comes to the reasons for investing and how different people feel about financial risk. With that in mind we’ve created a range of investment plans designed to give you more choice.

Next steps

The information on this site is there as a guide. It won’t replace financial advice from someone who knows the full details of your situation and investment goals. If you’re not sure if a product is right for you please do seek financial advice before investing.

Find out more about our savings plans and investment trusts.

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Let’s talk about risk

The value of your investments can go down as well as up, and you may not get back what you originally invested.

 

Glossary

Confused? Our handy glossary can help explain investing terms.

Invest with us

Whether you’re looking to invest for your next big adventure, a deposit for a house or you simply want to put money aside for a rainy day, our plans can offer you the chance to invest for your future in a tax-efficient way that gives access to the long-term potential of stock market investing.

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.