Today we think investing is more important than ever and our range of plans and trusts are designed to help you reach your investment goals, whatever they are. 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 200 years and includes the launch of the world’s oldest collective investment fund – F&C Investment Trust, launched in 1868. Whether you are a new or returning customer, all the information on how to invest can be found below.
Managing your money
We’ve been managing money for over 200 years for a wide range of customers and we know peace of mind is important to you and your family. Our investment trusts have different strategies and aims meaning you can create an investment portfolio to meet your requirements.
If your circumstances and needs change over time you can switch between trusts as and when you need to, subject to applicable charges.
You can invest from as little as £25 per month or a lump sum of £100.
Investing with BMO is simple, but there are a few decisions to make before you open an account.
Choose from our 10 investment trusts
Decide whether to invest for income, growth or a combination of the two and whether you want to invest in property, within the UK and Europe or globally.
Consider your risk appetite and ensure you are comfortable with the risk that comes with investing.
Decide on the amount you would like to invest
- You can invest with regular monthly payments by setting up a direct debit
- Invest in lump sums
- Or a combination of regular direct debit and lump sums
Make sure you’re happy to go ahead and be sure to read
All of our investment plans involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments that you choose to hold in the plans. You need to be comfortable that you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. *Please note a new CTF cannot be opened, however you can transfer an existing Child Trust Fund to a BMO Child Trust Fund or a BMO Junior ISA.
How to open an account with BMO
How to top up your existing account