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
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