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 June 2020
BMO Private Equity Trust Plc – 30 June 2020
BMO Real Estate Investments Ltd – 30 June 2020

Introducing the BMO UK App

We’re excited to announce the launch of our brand new app. Click here to download the app or search ‘BMO UK‘ on the Apple App 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

Please note, further upgrades will be coming to the app and it will be available on the Google Play Store soon.

Invest with BMO

BMO offer a range of savings plans designed to meet different investment goals and help you make your money work harder.

Opening a BMO Investments plan is easy.

Choose your perfect plan.

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.