Our Investment Trusts
Our 10 Investment Trusts enable our customers to invest in specific regions and globally.
Learn more about the trusts and what we invest in
UK & Europe
Invest in companies closer to home, across Europe or both to help you potentially achieve the investment goals you seek.
Globally
Invest in companies throughout the world with BMO. Investing globally allows you to tap into a number of different markets, helping you spread your risk.
Property
Invest in commercial property in sectors including offices, retail and industrial units through our three Property Trusts.
Our Investment Trusts provide a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and strategies with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.
Each trust has different risk factors. Please see the Key Information Documents (KIDs) for further details on the risks for each trust. We also offer a range of OEIC funds that could expand your investment choice. Further details on these funds, and their recent performance figures can be found in the table below.
Let's talk about risk
The value of your investments and any income from them can go down as well as up and 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.
Past Performance is not an indication of future performance
PLEASE NOTE – All NAV prices quoted below are at close the previous working day, except for the following Trusts which are priced quarterly and were last priced at the following dates:
BMO Commercial Property Trust Ltd – 30 September 2021
BMO Private Equity Trust Plc – 30 September 2021
BMO Real Estate Investments Ltd – 30 September 2021
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
Invest with BMO
BMO offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.
Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want. There are no dealing charges on investments made online or through a monthly direct debit.
Invest with a broker
You can invest through your usual financial adviser, or through a wide range of companies.
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.